3Mo·

Neukauf oder Aufstockung

ThemenmitKopf · 2024-12-19T17:36:07.665666Z

$NU 10.1€ circa $VER 68,95€ circa $COLO B 106..... and thus the 4 Danish value.

$NU (-2,16 %) 10.1€ circa

$VER (+3,01 %) 68,95€ circa

$COLO B (-0,03 %) 106..... and thus the 4 Danish value.

11 Commentaires

Memo0606@Memo0606

3Mo

thanks for sharing
why verbund and cokoplast
what drives you to the skids

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ThemenmitKopf@topicswithhead

3Mo

@Memo0606 coloplast has an incredibly interesting and lucrative business. Apart from that, I believe that the Danish healthcare sector will grow even more due to the developments there. The stocks are top and will now have incredibly good long-term advantages through Novo Nordisk. You can take a look at the stock. Verbund is simply the opposite of $IBE. They make cables, electricity and co. Actually very stable margig and above all renewable, also via Hydro and give good returns. Unless there are too many state entries, you should easily get your 8-10%

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Memo0606@Memo0606

3Mo

@topicswithhead thanks for your view 😌

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Memo0606@Memo0606

3Mo

@topicswithhead $VER would be interesting for me in the field of energy

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Memo0606@Memo0606

3Mo

@topicswithhead do you find the entry very interesting?

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ThemenmitKopf@topicswithhead

3Mo

@Memo0606 around 65 is more interesting but I don't want to miss the entry anymore so I'm already in small and then again at 65

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Memo0606@Memo0606

2Sem.

are you buying $COLO B? i am interested in the value mainly because it is non usa

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ThemenmitKopf@topicswithhead

2Sem.

@Memo0606 always buy between 10-15 minus, unless the position is too big or special things. At the moment I am at 8 if it goes lower I would double once.

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Memo0606@Memo0606

2Sem.

@topicswithhead Kgv and debt is exorbitantly high for 5% profit growth.
🥸

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ThemenmitKopf@topicswithhead

2Sem.

@Memo0606 I don't have the data in my head right now. I don't have an analysis, but I like a lot about the company. The holding company is the largest shareholder, kerios is something very interesting in the portfolio and you are investing for the long term. Turnover is diverse and in the last few quarters the figures have shifted a bit due to tax rules that are applied to Kerios and co.

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ThemenmitKopf@topicswithhead

2Sem.

@topicswithhead in any case, this is not a short-term investment. i normally hold companies for the 5-year outlook and current development and then sell when something happens. The current holding period is usually 200-400 days. Here you have to hold for at least 3 years to see what happens next. It's not tech or pharma, it's really just slow, tedious work.

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