3J·

Bye Wolters Kluwer

$WKL (+4,58 %) I have now sold. That was quite a dip. And of course the share is now rising🙈

But what the heck, I'm not going to starve because of it. The money has gone into ETF positions.

The actual loss is more like 70%, as I sold and bought again in the meantime for tax reasons.

I don't know exactly, get Quinn shows me something around -12000% but it wasn't that much of a loss after all😆

13.05

Wolters Kluwer

a vendu x80 à 57,38 €

4 590,40 €

9,89 %

9 Commentaires

fund_navigator_elshq@fund_navigator_elshq

Just believe in the quality of the company, despite AI fears. Getting out completely is not always good.

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Lanre@Lanre

@fund_navigator_elshq great advice, I've regretted selling everything more often than keeping part of the company. Anyway i think that the AI fears on this company are exagerated

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Kini - Dividend Strategy@investron

Selling to move into ETFs for peace of mind is never a bad decision! Plus, tax-loss harvesting is a smart move.

Funny enough regarding the bounce: my system actually just flagged $WKL in the 🟢 OPTIMAL quadrant. The market has been treating it like AI is going to destroy its business model, driving the P/E all the way down to 10.9x. But their B2B subscriptions are incredibly sticky, and the dividend (4% yield) is well-covered by a ~33% Free Cash Flow payout ratio. Lets see where it goes.

Good luck!

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Lanre@Lanre

@investron amén! 4% of my portfolio in WKL and now im at -2,85%. I don’t buy more to keep the “balance” of the portfolio. Very hapoy with you page and tool Kini!

Interesting fact, Zoetis is now in your green, óptimal, zone.

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Kini - Dividend Strategy@investron

@Lanre thank you very much!!! ☺️
I'll check Zoetis!

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TheMaverick@TheMaverick

@investron I couldn’t agree more. AI is not useful if you don’t have the correct data. $WKL has decades of proprietaries data. I really doubt that big leagal studios and hospitals will rely on ChatGpt for critical decisions of millions of dollars.
AI will be a commodity, Data won’t.
Whoever owns the data wins.

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Tom@Tomtom12

I continue to hold and buy more. 20% down is nothing. Totally exaggerated for the quality you get. I can imagine that at the end of the year it will be +100 eus again

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Caynify@Caynify

How long did you keep them?

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Solitair@Solitair

@Caynify bought sometime last year

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