Bayer

Hello

I only really started investing my money in shares in the middle of this year. Initially with little strategy, which is why I have several ETFs. I have now switched to a 70/30 savings plan and would like to liquidate the others in the near future and also invest in these ETFs. Lately I have been $ASML (-1,59 %) and $NU (-0,2 %) bought due to my opinion of a low purchase price...

Any suggestions for improvement and recommendations for yield stocks?

I still have $NKE (-6,85 %)
$BAYN (+0,17 %) on the screen which ones are at a low price right now...

Hello everyone. Almost two years ago I bought some

$BAYN (+0,17 %) shares almost two years ago. Of course it's annoying that the price has fallen so much. Before they were in my portfolio, the price had already fallen by almost 50%. Currently just under 60%.

The only question is: they are old shares from before 200X, i.e. tax-free, including on the dividend. Conversely, as far as I know, I can't claim any tax losses when I sell them - I don't even know the purchase price.

Does it make sense to hold them because of the tax-free dividend and hope that the share price will also rise?

Hey Getquin Community! Bayer shares are currently struggling. The Q3 figures showed a net loss of 4.18 billion euros, mainly due to weak markets in the agricultural sector and regulatory pressure, while the pharmaceutical division is providing positive impetus.

Now I need your opinion: sell or hold? My $BAYN (+0,17 %) -investment stands at -59.24 %. Do you think the share will recover in view of the challenges? What would you do if you were me? 📉📉

$BTC (-1,23 %) 100,000$ you could often read that in the feed today. But +100% $ZAL (-0,7 %) there aren't quite so many anymore 🤣

Besides $BAYN (+0,17 %) and $PFE (+1,49 %) Zalando was one of my 3 turnaround bets for 2024.

I'll keep quiet about Bayer, Pfizer is bobbing along with a slight plus. But Zalando is fun, especially because it still has a way to go.

Weekly chart

Daily chart

I'm already looking at what my 2025 turnaround candidates could be🤓

BridgeBio shares rise 25% after FDA approval of Attruby. $BBIO (+0,47 %)

The company is currently seeking marketing authorization for Attruby. DAX-listed Bayer is also likely to be keeping a close eye on the approval process. The Leverkusen-based company secured the exclusive marketing rights to Acoramidis for the European market in March for 310 million dollars in the form of an upfront payment and short-term milestone payments. $BAYN (+0,17 %)

BridgeBio Pharma, Inc. (NASDAQ:BBIO) shares rose 25% after the company received approval from the U.S. Food and Drug Administration (FDA) for Attruby™ (Acoramidis). Attruby is an oral medication for the treatment of adults with ATTR-CM that aims to reduce cardiovascular deaths and hospitalizations. The approval is based on the positive results of the ATTRibute-CM Phase 3 trial.

https://de.investing.com/news/stock-market-news/bridgebioaktien-steigen-um-25-nach-fdazulassung-von-attruby-93CH-2791044

https://www.deraktionaer.de/artikel/pharma-biotech/bayer-partner-bridgebio-pharma-zulassung-aktie-vor-kurssprung-20370523.html#google_vignette

Episode 66 "Buy High. Sell Low."

Subscribe to the podcast to get Bayer kicked out of the DAX!

00:00:00 Axon Enterprise $AXON (+1,43 %)

00:17:29 Deutsche Telekom, T-Mobile USA $DTE (-0,92 %)
$TMUS (+0,18 %)

00:30:00 Walmart $WMT (-2,1 %)

00:44:40 Nvidia $NVDA (+2,01 %)

01:02:20 Bitcoin $BTC (-1,23 %)

01:14:00 MicroStrategy $MSTR (+8,98 %)

01:46:20 Rocket Lab $RKLB (+5,35 %)

01:51:20 Bayer $BAYN (+0,17 %)

Spotify $SPOT (+0,22 %)

https://open.spotify.com/episode/1IzU4b1WwOK8WiYsRE5vRN?si=JStG9v47TvKTMYMTynmNwA

YouTube $GOOGL (+0,94 %)
$GOOG (+1,03 %)

https://youtu.be/pNH8ub-QTM0

Apple Podcast $AAPL (+1,34 %)

https://podcasts.apple.com/us/podcast/buy-high-sell-low-techaktien-und-global-stock-flash/id1695869891

Analyst updates, 21.11.

⬆️⬆️⬆️

- BERNSTEIN RAISES TARGET FOR NVIDIA TO USD 175 (155) - 'OUTPERFORM' $NVDA (+2,01 %)

- JPMORGAN RAISES TARGET FOR NVIDIA TO 170 (155) USD - 'OVERWEIGHT' $NVDA (+2,01 %)

- EVERCORE ISI RAISES TARGET FOR NVIDIA TO 190 (189) USD - 'OUTPERFORM' $NVDA (+2,01 %)

- JEFFERIES RAISES TARGET FOR SIXT STEMS TO EUR 110 (100) - 'BUY' $SIX2 (+0,72 %)

- DEUTSCHE BANK RESEARCH RAISES RHEINMETALL TO 'BUY' (HOLD) - TARGET 700 (550) EUR $RHM (-0,78 %)

- BARCLAYS RAISES TARGET FOR FRESENIUS SE TO EUR 40 (38) - 'OVERWEIGHT' $FRE (-0,84 %)

- WARBURG RESEARCH raises the target price for ALSTRIA OFFICE from EUR 3.40 to EUR 7.10. Hold. $AOX (+0,13 %)

- BERNSTEIN raises the price target for ESSILORLUXOTTICA from EUR 194 to EUR 200. Market-Perform. $EL (-0,22 %)

⬇️⬇️⬇️

- DEUTSCHE BANK RESEARCH lowers the price target for NESTLE from CHF 87 to CHF 85. Hold. $NESN (-0,19 %)

- DEUTSCHE BANK RESEARCH lowers the price target for MEDIOS from EUR 23 to EUR 18. Buy. $ILM1 (+1,37 %)

- ODDO BHF lowers the price target for GRENKE from EUR 27.30 to EUR 18.30. Neutral. $GLJ (+0,79 %)

- BERNSTEIN lowers the price target for KERING from EUR 260 to EUR 220. Market Perform. $KER (+0,06 %)

- BERNSTEIN lowers the price target for LVMH from EUR 795 to EUR 700. Outperform. $MC (-0,25 %)

- BERNSTEIN lowers the price target for VESTAS from DKK 250 to DKK 215. Outperform. $VWS (-2,71 %)

- JEFFERIES lowers the price target for SMA SOLAR from EUR 19 to EUR 14. Hold. $S92 (+0,6 %)

- JEFFERIES lowers the price target for VERBIO from EUR 27 to EUR 22. Buy. $VBK (-1,57 %)

- JEFFERIES lowers the price target for PVA TEPLA from EUR 14.50 to EUR 12. Hold. $TPE (+1,5 %)

- HSBC downgrades TARGET to Hold. Target price USD 138. $TGT (-0,34 %)

- UBS lowers the price target for BAYER from EUR 30 to EUR 22. Neutral. $BAYN (+0,17 %)

⬆️⬆️⬆️

- BOFA raises the price target for WALMART from USD 95 to USD 105. Buy. $WMT (-2,1 %)

- JEFFERIES raises the price target for WALMART from USD 100 to USD 105. Buy. $WMT (-2,1 %)

- HAUCK AUFHÄUSER IB raises the target price for RHEINMETALL from EUR 680 to EUR 750. Buy. $RHM (-0,78 %)

- WARBURG RESEARCH raises the target price for RHEINMETALL from EUR 600 to EUR 700. Buy. $RHM (-0,78 %)

- JPMORGAN raises the price target for SALESFORCE from USD 310 to USD 340. Overweight. $CRM (+0,69 %)

- WARBURG RESEARCH raises the target price for LEG IMMOBILIEN from EUR 81.60 to EUR 90.50. Hold. $LEG (+2,8 %)

- DEUTSCHE BANK RESEARCH raises the price target for HEIDELBERG MATERIALS from EUR 116 to EUR 137. Buy. $HEI (-0,69 %)

- KEPLER CHEUVREUX raises the price target for GFT TECHNOLOGIES from EUR 31 to EUR 32. Buy. $GFT (-1,22 %)

- ODDO BHF raises the target price for TALANX from EUR 76 to EUR 78. Underperform. $TLX (-0,96 %)

- KEPLER CHEUVREUX raises the target price for THYSSENKRUPP from EUR 3.70 to EUR 3.80. Hold. $TKA (-1,72 %)

⬇️⬇️⬇️

- STIFEL lowers the price target for BAYER from EUR 36 to EUR 28. Hold. $BAYN (+0,17 %)

- LBBW downgrades ENI from Buy to Hold and lowers target price from EUR 16.70 to EUR 15. $ENI (-0,58 %)

- WARBURG RESEARCH lowers the target price for SFC ENERGY from EUR 29 to EUR 27. Buy. $F3C (-0,91 %)

- WARBURG RESEARCH lowers the target price for TECHNOTRANS from EUR 23 to EUR 21. Buy. $TTR1 (+3,25 %)

- DEUTSCHE BANK RESEARCH lowers the price target for CUREVAC from USD 3.90 to USD 2.50. Hold. $CVAC (-4,84 %)

- BERENBERG lowers the price target for ASTRAZENECA from GBP 150 to GBP 140. Buy. $AZN (+1,05 %)

Analyst updates, 19.11.

⬆️⬆️⬆️

- JEFFERIES raises the price target for NETFLIX from USD 800 to USD 1000. Buy. $NFLX (+0,09 %)

- DEUTSCHE BANK RESEARCH raises the price target for SIEMENS from EUR 200 to EUR 210. Buy. $SIE (-0,29 %)

- DZ BANK raises the price target for WALT DISNEY from USD 115 to USD 130. Buy. $DIS (-0,24 %)

- KEPLER CHEUVREUX raises the target price for ALZCHEM from EUR 69 to EUR 73. Buy. $ACT (-1,9 %)

⬇️⬇️⬇️

- BOFA downgrades SIEMENS from Buy to Neutral and raises target price from EUR 196 to EUR 200. $SIE (-0,29 %)

- BERENBERG lowers the price target for BAYER from EUR 28 to EUR 22. Hold. $BAYN (+0,17 %)

- BERENBERG lowers the price target for SMA SOLAR from EUR 21 to EUR 14. Hold. $S92 (+0,6 %)

- DZ BANK downgrades SHOPIFY from Hold to Sell and raises target price from USD 68 to USD 91. $SHOP (+0,9 %)

- STIFEL lowers the price target for BECHTLE from EUR 50 to EUR 45. Buy. $BC8 (+0,82 %)

- WARBURG RESEARCH lowers the price target for JUNGHEINRICH from EUR 49 to EUR 47. Buy. $JUN3 (-0,4 %)

- HAUCK AUFHÄUSER IB lowers the target price for KNAUS TABBERT from EUR 16 to EUR 8. Sell. $KTA (+0,16 %)

- DEUTSCHE BANK RESEARCH lowers the price target for JOST WERKE from EUR 70 to EUR 60. Buy. $JST (+1,33 %)

- GOLDMAN lowers the price target for TEAMVIEWER from EUR 18 to EUR 17. Buy. $TMV (-2,93 %)

My "What if?" portfolio

Would have, would have, bicycle chain

Do you know this? You're sitting around like this, you're unemployed, you're 6 months behind with the rent, your landlord has given notice and your girlfriend is now with @Testo-Investor because he's a real doer. And while you get up because the bailiff is taking away the last armchair you were sitting on 5 minutes ago, you think to yourself "At least I don't have to organize a move anymore. But if I had invested in $BTC (-1,23 %) then none of this would have happened".

We mourn missed opportunities. Opportunities that we didn't know about ("Bit... what?"), opportunities that we didn't believe in ("Somehow the old job is more comfortable, I don't need that bit more money and promotion opportunities") and opportunities that we screwed up ourselves ("lol, they're actually offering 100 euros for my $NVDA (+2,01 %) shares. Take my stock, you fools"). But is it really that bad?

In 2022, I wrote my post "Why it makes sense to sell bad buys at a loss" https://app.getquin.com/activity/JMQwETSOoS . Back then, there wasn't even formatting for posts on getquin. We had to use shoddy tricks, which is why the umlauts in headlines looked so funny. But I digress. Anyway, I was busy selling positions and was in the middle of finding my strategy, which was still changing or at least concretizing over the last few years. As I continuously pushed ahead with my change in strategy, I sold some positions. Not primarily because I no longer believed in the positions, but because they no longer fitted into my strategy of a leaner and less expensive portfolio.

For example, a few weeks ago I sold $HBAR (+2,22 %) with a loss of over 60%. Since then, the coin has risen by around 180%. I also sold Nvidia in January 2022 for EUR 26.315 (split-adjusted) - at least at a profit. The list goes on and on.

Do I regret the sales? Of course it hurts to see how much return has fallen by the wayside. But I stand behind my overriding goal of adjusting my strategy, so I have absolutely no regrets.

But sometimes I still ask myself: what if? And that's why I created my "What if?" portfolio on getquin. All my sales are listed there as purchases with the selling price at the time and the corresponding quantity. In other words, it tracks the price development since the sale. And with this portfolio feedback I give you an exclusive insight - including absolute values.

What do I learn from it?

• It's amazing that you've made it this far. I really tend to beat around the bush. And you almost seem to be in love with me, the way you're glued to my lips.
• In retrospect, some sales were really annoying, e.g. Nvidia
• Despite high returns recently, I'm not at all annoyed about the sales of $ADA (-1,73 %), $HBAR (+2,22 %) and $IOTA (+2,08 %). Overall, the difference is only a few hundred euros and therefore peanuts in the portfolio. Moreover, the positions would still have been very far from the entry price
• Other positions performed rather mediocre to poorly, for example . $YOU (+0,31 %), $MPW (+1,92 %) or $BAYN (+0,17 %). Here the sale definitely made sense
• Overall, I have sold relatively little of my portfolio. The sales currently only make up a fraction of my overall portfolio
• Of course, it should not be forgotten that I have reallocated the proceeds from my sales to my existing portfolio (crypto to crypto, shares and ETF to ETF) and a return was also generated here
• My "what if" portfolio achieved a TTWROR of under 20%, while my aggregated portfolio generated a TTWROR of over 30% in the same period
• It's damn difficult to time the market. I can't do it. So I don't even try

Looking back, I did everything right. But even if I hadn't, I wouldn't have any regrets. So don't fret about missed opportunities, stay true to yourself and focus on the future.