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Sina
@lawinvest
3Sem.·

What would a last full trading day of the year be without buying?

Well vltts there are still some on the shortened 30.12. 😅


$CVX (-0,16 %) x600

$XOM (-0,39 %) x600

I expect both of them to increase earnings during the Trump era, which can at least be reflected in the dividend, and that's really my only concern


$8001 (-1,94 %) x1000

$DB1 (+0,56 %) x100

$MSCI (-0,34 %) x80

$DHL (-1,12 %) x1000

-> I thought this was a good place to build up a position. I'm not entirely sure whether we'll see price growth here at some point, but they probably won't fall much further (hopefully)

$DTE (-1,35 %) x3000

27.12
Itochu logo
Acheté x1000 à 46,74 €
46 735,00 €
59
10 Commentaires
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Ph1l1pp@Ph1l1pp
3Sem.
More Sina posts again in the future 🫶🏼
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GHF@GHF
3Sem.
Interesting, for me $8001 is on the hit list against the background of further interest rate hikes in Japan...
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Sina@lawinvest
3Sem.
@GHF We should wait and see. On the one hand, a balanced interest rate level is not fundamentally wrong. Of course, the time of extremely cheap loans for companies will then be over. But I don't see Japan heading towards 3/4/5 percent yet. People are acting very cautiously and are not really in agreement.
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GHF@GHF
3Sem.
@lawinvest You're basically right. But the last interest rate hike, which was very homeopathic, caused a lot of upheaval on the stock market. And for a balanced interest rate level in Japan, several more hikes would be necessary... we'll have to wait and see, I won't liquidate my Japanese positions, but I will reduce them.
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Sina@lawinvest
3Sem.
@GHF yes well I don't know how much you are traveling in Japan. I only have itochu...
But the fact that this distortion occurred also had to do with the fact that aktieninvest from Japan was backed by massive amounts of borrowed capital. They probably won't react like this every time. But you're absolutely right: I'm not running full steam ahead for Japan at the moment 😅
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DerDanner@Therapeut
3Sem.
I also struck at Itochu last week👍
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Epi@Epi
3Sem.
I appreciate your good intuition for stocks.
But how do you come up with oil? Trump's "Drill, baby, drill!" and his tariff wars should depress oil prices for the time being. Right?
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Sina@lawinvest
3Sem.
@Epi Oil prices may go down in the short term, but production volumes could/will increase.
However, I assume that other important states such as the Saudis will then reduce their volumes, as they all have an interest in getting their necks fuller
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Sina@lawinvest
3Sem.
@lawinvest Addendum: We will see whether a tariff war will actually have a negative impact on the oil price. Was that the case last time? I don't quite remember.
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Epi@Epi
3Sem.
@lawinvest If the production volume increases, then prices fall. That's the point. And I don't believe that the Saudis are cutting their production volumes so that the Americans can make more money. 😅

The tariff war is likely to have a negative impact on the economy and at the same time make it more difficult for the Americans to get rid of their stuff abroad due to counter-tariffs.

I see both factors as potential headwinds for US oil stocks. In this respect, I am skeptical. But that's the stock market, it thrives on differences of opinion. 🤷
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