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I have the unfortunately in the portfolio and had overlooked that my SL had expired. Hope now just a little better days to slowly reduce the position.
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@PiSoPh That is bitter, of course. But is your investment case no longer valid if the decline in sales is only temporary?
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@Dirty30 We will probably always need HCM solutions, which is why I also took up a position in this area at the time. I'm just not sure whether $PAYC was the right position. I'll keep an eye on it for now.
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@PiSoPh ok, thanks for the explanation :)
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@Dirty30 But I would also like to mention that I have only been investing for just under a year and am currently more oriented towards @TomTurboInvest as far as $PAYC is concerned.
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@PiSoPh Hi Pia, I also get inspired here again and again, but in the end the stock and especially the position size must fit your own strategy. The Paycom position for example makes up 0.5% of my portfolio. I hope it fits your strategy as well. e.g. I am not a B&H investor, my horizon with stocks is rather medium-term. Sometimes I only trade according to technical marks... BTW - you might be interested in this, a short analysis of the Paycom crash https://youtu.be/94qdnIIwRoc?si=MeaE2Qm89LEIuLae In any case, all the best - such setbacks are just part of it 🤷🏽‍♂️
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@TomTurboInvest Hi Tom, I had actually just re-bought Paycom a few weeks ago, which is why it's actually 11% for me. The analysis was actually just very helpful to classify it a bit more. I think I will hold the position at least partially and hope that the plan will work out in the long run. thanks for your helpful tips! the
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@PiSoPh What is the situation? I'll wait for the next quarterly figures - I hope that things will pick up again - the company is actually healthy and good...
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@TomTurboInvest I'll hold on for now. Developments in recent weeks have been positive and, as we all know, hope dies last.
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