3Semana·

Knowledge is power

When I invested in 2024 in December $ENR (+3,86 %) in December 2024, I was ridiculed in many places because the "run" in 2024 was already too good and a setback was expected everywhere.

However, it is at times like this that you realize what an incredible advantage it is to have industry knowledge. Through my job and the industry I work in, I am familiar with the market situation and the order situation for companies in the energy sector. And I am certain that we have by no means reached the end of the road here. In the meantime, the share has gained another 112 % since I bought it.

I believe this will continue for quite some time.

This also applies to companies like:

7 Comentarios

3Semana

I'll add $EKT 😁.

••

Modo Q.@ModoQuasi

3Semana

also exciting, but I prefer to focus my energy sector investments on the technical elements downstream of generation, i.e. asstes for the transmission and distribution grid (transformers, high-performance power cables, power factor correction, etc.).

••

Modo Q.@ModoQuasi

3Semana

Regardless of the political orientation of a country in terms of generation (solar, wind, nuclear, coal, etc.), these are always necessary and therefore more secure against crises or a change in energy generation strategy.

•

Timo@Aktienorang-Utan

3Semana

At what price target do you see $ENR?

••

Modo Q.@ModoQuasi

3Semana

In general, I would like to hold the position for the long term. At EUR 130, however, I would consider taking some of the profits.

•

Mi(t)chel@Mi-t-chel

3Semana

How do you feel about $GEV?

••

Modo Q.@ModoQuasi

3Semana

Thanks for the tip! I actually wanted to have $GEV listed as well :D It is also a very important player in my industry alongside the companies mentioned and definitely has steady growth potential. However, I see Siemens and Hitachi as having a certain technological edge. However, due to the very limited market capacities, GE will ultimately also continue to benefit.

••