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Jan
@Barrd
2Mo·

$IFX (-0,56 %)


It's time to say goodbye to this German share too.

The figures were more than modest and improvement is possibly in sight in 2025/2026.


I've put in a stop loss and if it doesn't hit, I'll sell on Monday for a savings plan.

The only German stocks I have left are SAP, Allianz, DHL and Derma, but that should be fine.

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6 Commentaires
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SemiGrowth@SemiGrowth
2Mo
although the company itself is incredibly innovative...
Somehow they can't convert that into sales
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Jan@Barrd
2Mo
@SemiGrowth Yes, exactly. It's not a bad company in itself, but it's not budging. You simply miss out on returns with other companies.
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SemiGrowth@SemiGrowth
2Mo
@Barrd I'll probably get through anyway
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Robinhodl@Robinhodl
2Mo
It's just fully compatible with the automobile cycle, but I still see the moat as upright.
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Jan@Barrd
2Mo
@Robinhodl I agree with you, but there is no improvement in sight. I'll put the company on my watchlist and then we'll see
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Robinhodl@Robinhodl
2Mo
@Barrd I understand that, but cyclical stocks should actually be bought when they are at the bottom. However, I can well imagine that the bottom could be much lower. For me, this is only a 0.3% position in the overall portfolio at 20% up, and I will only sell it when the moat falls.
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