Bruzze T. · 2023-04-24T17:09:01.823974Z

Repurchase the store runs 👍🏻

1Année

I'm just curious 🤔. Why did you buy now, although the share price is almost in ATH

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Bruzze T.@Steel-Team

1Année

@Cashflow_Investor I really wanted to have the share and will hold it for a long time. Of course, I could have waited but you rarely catch the optimal entry point 😉

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Cashflow I.@Cashflow_Investor

1Année

@Steel-Team I have just looked at the industry PE average. The share seems to me to be overvalued. I can only wish you good luck

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Bruzze T.@Steel-Team

1Année

@Cashflow_Investor American stocks are usually always overvalued, but I'm not particularly interested in that. I also have no desire to always wait until it goes down😂.

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Cashflow I.@Cashflow_Investor

1Année

@Steel-Team that american stocks are always overvalued is unfortunately not true. but i understand that you are in a hurry. i can only wish you the best.

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Bruzze T.@Steel-Team

1Année

@Cashflow_Investor Find yes good that you warn me with the purchase but I want to have 😂

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Bruzze T.@Steel-Team

1Année

@MeepMeep Yes, but there must always be transported goods and they also drive special goods through the area. The store remains with me in it until retirement and if it just times goes down is re-bought 😉

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Kevin E.@KevinE

1Année

@Steel-Team in principle, of course, you are right that goods are always transported. however, there are basically two other considerations: does the company have an advantage over others (moat)? What can they do that others can't? Second point: the best company can be overvalued. There it's no different than a house you buy to rent out. For example, if you generate 1,000€ a month in cold rent, you won't want to pay a million for the property. It is too expensive for you. In the end, it's the same with stock prices. If everyone suddenly realizes: oops, the company is actually overvalued for its growth/profit, the share prices of even good companies quickly fall by 30%, and in the case of growth companies, significantly higher losses are not uncommon. Fictitious example: Let's assume you buy 100 shares of a company today at a price of 100€ each. However, the share is currently overvalued and will only cost €75 in 12 months. In the long term, however, the company is doing very well. In 20 years, one share will be worth 1.000€. Case A: you buy now and get 100 shares for your 10.000€ invested capital. In 20 years they will be worth 100.000€. Case B: you wait until next year. You don't manage to catch the low of 75€, but you get the shares at 80€. So with 10.000€ you can buy 125 shares. In 20 years you would have made 125,000€ instead of 100,000€. This is not about the company you mentioned. But - as has always been the case - the wisdom applies: the profit lies in the purchase! A bad company that is fundamentally undervalued can therefore also be a much better buy than a good, but too expensive one. The best case is, of course, the top company that is undervalued at the moment 😉

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Bruzze T.@Steel-Team

1Année

@KevinC Thank you for your detailed feedback 😊Yes you are of course right with your input I think there will also be a price correction in the future but it should not be a short-term investment but remain long in the portfolio. I think the figures are actually quite good from the company, let's see where the journey goes.

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Cashflow I.@Cashflow_Investor

1Année

@KevinC you wrote it very detailed.👍 In the short term, the stock price will be driven down or up( investor sentiments), But in the long term, the market needs to evaluate the fundamentals of a company to give it its true value.

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Andre@DivGrowth1989

1Année

Too bad, you should have waited for the quarterly figures. Now the price is more interesting.... but otherwise top company.... debt-free and high div growth is always mine🙈🙈

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Bruzze T.@Steel-Team

1Année

@Bluechip0707 Yes have already regretted it but I will still repurchase 😉But company is 🔝

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Andre@DivGrowth1989

1Année

@Steel-Team no matter...mund abputzen and continue😉 I put me the times on the WL. Find, however, also that the already pretty hot run or is too expensive... let's wait and see

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Bruzze T.@Steel-Team

1Année

@Bluechip0707 Yes you're right but I think there is always something transported and if the economic situation improves then the prices rise again 😉

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Andre@DivGrowth1989

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@Steel-Team Yes, logistics is always important. What exactly do they transport? Are they only on the road in the B2B sector, probably?

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Bruzze T.@Steel-Team

1Année

@Bluechip0707 They transport everything that can be transported and many special goods.

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Shrek@Shrek

1Année

One difference between them and all the other competitors: similar to McDonalds, they own everything themselves, trucks, terminals, land, etc., so they are also a big property manager.

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