10Mes·

Hello everyone,


The transportation sector is expected to show solid growth in the coming years.


As these stocks are currently falling as a sign of a weak economy, I would be interested in your opinion on this sector and the stocks.


I personally have $DHL (-1,77%) and $UPS (+0,01%) on the watchlist, they also have a very solid dividend yield and I assume that they will continue to pay this and can raise it in the future.

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9 Commenti

immagine del profilo
I'm a big fan of $DHL - although I currently also see risks with the fear of recession. Would like to add this year, but perhaps more towards the end of the year. In my view, a solid pick in the long term, although perhaps not an excessive outperformer.
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immagine del profilo
@DieEnte7 I completely agree with you 👍🏻 I will wait a little longer and enter in 2 or 3 tranches... I think that such stocks belong in every diversified portfolio
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immagine del profilo
@DieEnte7 I'm not that familiar with the transportation sector... but isn't there a high probability that many people will invest in this sector, especially in DHL, at the end of the year, when good sales are expected because of the Christmas business?
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immagine del profilo
@Mcl1991 I'm always a bit skeptical when it comes to cyclical, predictable things like Christmas sales or, for example, summer for solar stocks, whether something like that isn't priced in anyway. Unless some trend triggers an extraordinarily high number of orders. But at least I don't base any investment decisions on that.
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immagine del profilo
If you are interested in this sector I'll suggest you to look at $ODFL and $SAIA :)
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immagine del profilo
I also find Deutsche Post exciting, but I don't have any shares in it at the moment. You can find more information here https://einzelaktien.com/blog/deutsche-post-aktie
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immagine del profilo
Take a look at $DSV
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immagine del profilo
@Danno1 thanks, I'll have to take a closer look :)
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immagine del profilo
Why "only" watchlist? These are now buy prices, the dividend alone is more than fixed-term deposits
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