4J·

New addition to the depot

I used the sale of Enphase to make a new investment in Vidrala, which has been on my radar for a few weeks. The company actually has everything I like about companies: an established, rather defensive business model, good dividend growth (even without the special dividend of the last two years), a bit of sustainability, growth ambitions and a suitable size, not too small but not too big either. What's more, it's cheaper over time than it has been for years. A subsequent purchase in the near future would also be an option, but I will wait and see how the investment develops in the near future.

22.04
Vidrala logo
Acheté x8 à 95,00 €
760,00 €
3
3 Commentaires

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$VID was actually not even on my radar. The company appeals to me and will find a place in my depot from tomorrow. Thank you for the inspiration!
2
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@GMK_VII Always a pleasure :) I was also convinced quite quickly, had actually always said $SY1 would be the next new addition to my portfolio if I had space, but at $VID so many positive impressions came together that I changed my mind. Note, however, that the 5% dividend will probably not remain, it will probably be less.
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@DieEnte7 Yes, the share will not match the dividend of the strong 2024. But I like the overall package at $VID and I see upside potential in the long term.
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