Steady free cash flow, backed by strong brands, supports consistent operations and a reliable, well-covered dividend.

Ahold Delhaize
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Discussion sur AD
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45Value Stocks!
Last weeks value stocks bought such as Deutsche Telekom ($$DTE (+1,25 %) ) Ahold $AD (+1,76 %) Heineken $HEIA (+1,04 %) and Engie $ENGI (+0,04 %) . ASML $ASML (+0,89 %) and ASMI $ASM (-1,56 %) trimmed and sold to bring my tech weighting to around 25%. Cost some redemenent this week, but a more stable portfolio.
Is this dividend stock a buy now?
I have $AD (+1,76 %) in my portfolio and talk about possible actions on my part. Have fun and best regards, Angelo from FINANZEN ANDERS
Defensive phase
As I mentioned a while ago, I am looking for positions to make my portfolio more price stable. Therefore, today I took position in:
- $AD (+1,76 %) (20 pieces)
- $ULVR (+1,57 %) (2 pieces purchased)
In the more risky corner I find $TWEKA (+0,16 %) a company that has plenty of potential despite disappointing quarters. Picked up at €34 each.
Q2 figures
Quarterly figures $AD (+1,76 %) Yesterday, a solid Q2, revenue plus 3.3% to €23.1 bln, online sales +11.8%. For the first time a profit for the total online part 💪🏼 Underlying earnings per share was €0.65 and interim dividend €0.51. Margins are slightly lower (4%) due to investments in the US, but outlook for 2025 remains strong. E-commerce continues to grow, bol.com is also doing well.
Still a hold 💰
Portfolio update!
After some solid tips and reflection, I’ve cleaned up the portfolio a bit. Still holding quite a few positions, but I’m more focused than ever. $NVDA (-0,28 %) (Nvidia) continues to dominate the AI space with no real competition in sight. $PLTR (-5,16 %) (Palantir) is slowly proving its worth with strong long-term government and commercial contracts. $AD (+1,76 %) (Ahold Delhaize) provides reliable stability in every market condition. $MAIN (-0,35 %) (Main Street Capital) keeps the income steady with consistent payouts. $BFIT (-2,56 %) (Basic-Fit) is expanding fast across Europe, and I like the potential. I’ve increased my $VHYL (+0,38 %) exposure for a strong dividend base. My almost daily dividend pie is still going strong. Small, steady progress, and I’m in it for the long haul.
Good luck!
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