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Mathes
@Mathes
1Mo·

Eggs, we need eggs.

Smaller investment at around 5%, with a real chance of price growth. Investment horizon approx. 3-5 years. A total of 60 shares now. We will see.

02.04
Novo Nordisk logo
Novo Nordisk
Acheté x35 à 31,00 €
1 085,00 €
34
17 Commentaires
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Klein-Anleger@Klein-Anleger
1Mo
Good luck, you'll need it with the company 😉
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Mathes@Mathes
1Mo
@Klein-Anleger We all want a bit of luck. I like to think back to Shell in 2020. Back then at just under 10 euros per share, a loss of around 22 billion US dollars and the first dividend cut since the Second World War. Today a star in the portfolio. I take it sportingly.
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Dividendenopi👴@Dividendenopi
1Mo
@Klein-Anleger At least they are still good as a dividend stock, 5% yield is quite reasonable
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D.S.@Crash-Propheteus
1Mo
@Dividendenopi This will also be shortened soon, or deleted altogether....😡
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Klein-Anleger@Klein-Anleger
1Mo
@Crash-Propheteus 🤫 You're not allowed to say that out loud 😅
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D.S.@Crash-Propheteus
1Mo
@Klein-Anleger right, forgot.....
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Finanzaristokrat@Finanzaristokrat
1Mo
@Crash-Propheteus they will
not do it. Cash is there and it would be a slap in the face for shareholders.
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Klein-Anleger@Klein-Anleger
1Mo
@Finanzaristokrat That's right! They have always shied away from a slap in the face 😭😂.
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Finanzaristokrat@Finanzaristokrat
1Mo
@Klein-Anleger You know what I mean. I don't understand this hatefulness in our society. This behavior on social media is disgusting.
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Klein-Anleger@Klein-Anleger
1Mo
@Finanzaristokrat this is not spitefulness, but an allusion to the fact that Novo Nordisk has already slapped shareholders in the face several times in the recent past 😉 don't be so thin-skinned, otherwise social media is not a good place for you 😎 we all live on the same earth anyway...
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Finanzaristokrat@Finanzaristokrat
1Mo
@Klein-Anleger and again. Always give this tip. Just leave it alone. Then the world will be a better place.
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FairValue@FairValue
1Mo
Why are people currently buying stocks like Novo, Nike and the like instead of NVIDIA, Visa and the like?

It's your money, but let's be honest. This is really wild.
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Marco@MarcoZ
1Mo
@FairValue strong turnaround candidates:

- Nike is one of the strongest brands worldwide and has an intangible value of approx. 30-50 billion USD

- Novo is one of the most profitable companies in Europe
(All this Eli Lilly vs Novo blah blah blah is just the current market story, there is a top company behind it, period!)

Both companies currently also have a strong dividend yield

Nevertheless, you can put your money into companies you are more convinced of :)
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FairValue@FairValue
1Mo
@MarcoZ Citing stocks that have been massively punished by the market for years as strong turnaround candidates is a typical misjudgment on the part of private investors.

The value of the Nike brand is pretty irrelevant for the share price. The fundamentals are also sobering.
What both companies have in common, however, is that they are not expected to grow significantly in terms of sales or profits, but are stagnating.

And although Novo actually looks good fundamentally, you have to think about why such a top company has lost almost 80% of its share price in two years and what information the big players on the market have that you don't have.
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Marty0292@Marty0292
3Sem.
@FairValue I would say that experienced investors who invest long-term in beaten-down stocks such as Novo Nordisk and Nike achieve better returns than tech investors who buy close to the all-time high. In addition, there is a substantial dividend that makes share price gains look old-fashioned over decades. Tech is always on everyone's lips because it has done very well in recent years. However, money is made with shares that nobody currently wants.
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FairValue@FairValue
3Sem.
@Marty0292 Oh, it is.
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Markus@MarkusF
2Sem.
@FairValue Because Novo, even with a 20% drop in sales, is favorably valued (at least it was before the 5% upward correction of the last few days).

NVIDIA is in the middle of the AI bubble.
It will not go bankrupt, but growth will not be sustained. The raw materials for this do not even exist...

And I'm not holding Visa because I've shifted my profits into Mastercard.
It's not as if you ONLY hold Novo...

P.S.: I bought at 31-32€, not at 100€ like others...
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