De Longh

Action

ISIN: IT0003115950

Ticker: DLG

IT0003115950

DLG

Price

Discussion sur DLG

Postes

bobo

@Verolanuova

2Mo·

De'Longhi as a solid long terms trade (now maybe the last train to enter the trade)

$DLG (-5,99 %) : this is a very interesting pick for long term investment. I am now retired but I worked for this company for very long time and after leaving the company I built a portfolio in DLG share which is giving me excellent return. Disclaimer: I do not know any non-public information about the company business, I just read their financial reports with the knowledge of a industry insider.

the stock price has long term fluctuations between 22-25€ and 35-38€. Any drop to the 25-26€ is a very good buying opportunity and it usually happens whenever major investors are profit taking, given the limited amount of floating shares. Fair value in terms of P/E is probably north of 37-39EUR (to be aligned with the multiples of the competitors). Solid company, flush of cash (400EUR of cash reserves) with 50% sales exposure to an industry (coffee) which is in a "generational" growth (the penetration rate of electric coffee makers in many countries is still relatively low), while also performing well with some other flagship products as Kenwood Chef, Nutribullet, Brain minipimer #valueinvesting

3 Commentaires

DieEnte7@DieEnte7

2Mo

I agree with many things you wrote, it‘s one of my favourite „hidden gems“ on the market. Perhaps not the craziest super-stock to make lots of money quickly, but a well-rounded defensive stock with a good mix of solidity and growth outlook for the long term.

•

Tenbagger2024

@Tenbagger2024

4Mo·

Coffee is the world's second most traded commodity after oil

100 million people live from coffee and for many countries it is the most important source of income. Be it through the cultivation, processing or distribution of coffee.

Coffee. The black gold of the 21st century. A market that sounds so boring. And at the same time growing so strongly.

And yet, in contrast to oil stocks, coffee stocks can hardly benefit.

$MDLZ (-1,08 %)
$NSRGY (-3,79 %)
$SBUX (-6,28 %)

The coffee plant has powerful enemies in the wild. Mealybugs, borer beetles, leaf blight and tree cancer can destroy entire plantations in a very short time. Due to the changing global climate, the plants must also become more robust - heat, heavy rain and drought in rapid succession would quickly put an end to the traditional coffee varieties. Thanks to the acquisition of Monsanto, Bayer is able to meet this challenge on many levels.

$BAYN (-6,12 %)

Many specialty coffees are already treated with aromas in advance. This makes it possible to give a natural product, which is subject to fluctuations in taste due to climate and origin, a consistent quality.

The absolute top dog among flavor manufacturers, with a market share of 20%, comes from Switzerland and is called Givaudan. The German manufacturer Symrise is in 4th place with a market share of around 12%.

$SY1 (+0,31 %)
$GIVN (-0,21 %)

De'Longhi machines are particularly popular due to their high reliability and attractive appearance. The simpler models start at around EUR 100 and are fed with Nespresso capsules from Nestlé.

The high-end machines have a grinder that freshly grinds the roasted beans and turns them into "espresso" or "Americano" at high pressure.

$DLG (-5,99 %)
$PHIA (-7,48 %)

https://fitneo.de/kaffee/

4 Commentaires

CrashBurner@Psychedelic_Sunflower

4Mo

I love coffee, but due to rather limited growth prospects, I only put it in my cup, not in the depot.

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DieEnte7

@DieEnte7

8Mo·

By far the biggest sale of my investment career so far, I felt really queasy 😬😅. Pirelli is a great company in itself and I still think it's a good investment, but almost 25% Italy in the portfolio was still too much and I have a few ideas about where I could invest the money in a more growth-oriented way instead ($PEGA (-6,1 %) and $DLG (-5,99 %)). 21% profit is also a good investment. So in that sense, it's an investment that has worked out for me and I can now say goodbye with a clear conscience. Good luck to all those who continue to invest 🙌🏻