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Memo0606
@Memo0606
1Année·
1
13 Commentaires
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Patrick Schäfer@Hotte1909
1Année
Nö
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Memo0606@Memo0606
1Année
@Hotte1909 do you also have a reason 😅
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beetlejuice@beetlejuice
1Année
@Memo0606 Why don't you tell us a reason why you would sell?
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Memo0606@Memo0606
1Année
@beetlejuice because i think consumer goods will correct in the near future
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Patrick Schäfer@Hotte1909
1Année
@Memo0606

1.
You probably have a dividend yield of just under 3.9%, which is already quite respectable.
2.
Chart picture and outlook are good. I wouldn't buy a larger tranche at the moment, but I personally have it in my savings plan anyway.
3.
Why should consumer staples be down? We are not talking about any luxury items here, but about hair shampoo, ketchup etc.
4.
Margin after tax is just under 11% Cash flow is available. 65% payout ratio for just under 3% return is not outstanding but okay. Sales have grown by around 2.25% so far this year compared to the previous year. If they manage to bring the margin back up to 13 or even 14%, they would have a profit of around 7.9bn. Which would mean a dividend of around €2.05 if the payout remains the same. In your case, that would be around 4.5% plus share price growth at the same P/E ratio, which would put the share price at around €71, i.e. just under 21%, although this scenario is of course very optimistic.
I rather see a P/E ratio of 19, which still means an increase of just under 3%.

In summary, you are making a return of just under 7.5% with a relatively defensive stock, which is absolutely okay. So why do you want to sell it? Because the share price could correct by just under 15% if all targets are missed? Then you would still be 15% up.
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Memo0606@Memo0606
1Année
@Hotte1909 thanks for the detailed answer
I will remember
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Epi@Epi
1Année
Because you're up 30%?
How are you ever going to make 1000% with this strategy?
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Chris@1Chrischi1
1Année
1. do not think we will see a -30% correction
2. then buy after
3. the dividend
4. after a correction usually comes a bigger uptrend
5. established company and not a startup...
6. shares are not a sprint but a marathon
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Name M.@userc818a6f2df6247c9
1Année
I had also once considered taking 30% with me at MunicRE.
Then forgot about it (really). Was ill...
And now I'm up over 100%....
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Jan@Jann
1Année
As a short-term trader yes, as an investor no.

You have to know what time horizon you intend for the various positions.
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Name M.@userc818a6f2df6247c9
1Année
Why take profit? Give your reason.... too early chart-wise?
Because it's September?
Because you have other plans for it?
When do you want to get back in?
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Memo0606@Memo0606
1Année
@userc818a6f2df6247c9 because i assume a correction in consumer goods, for example
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capital_guru_169@capital_guru_169
1Année
Limit profits Let losses run /s
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