I'm a big fan of $DHL - although I currently also see risks with the fear of recession. Would like to add this year, but perhaps more towards the end of the year. In my view, a solid pick in the long term, although perhaps not an excessive outperformer.
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@DieEnte7 I'm not that familiar with the transportation sector... but isn't there a high probability that many people will invest in this sector, especially in DHL, at the end of the year, when good sales are expected because of the Christmas business?
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•@Mcl1991 I'm always a bit skeptical when it comes to cyclical, predictable things like Christmas sales or, for example, summer for solar stocks, whether something like that isn't priced in anyway. Unless some trend triggers an extraordinarily high number of orders. But at least I don't base any investment decisions on that.
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