11Mes·

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 (-0,08%) and $UPS (-0,64%) 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.

9 Commenti

DieEnte7@DieEnte7

11Mes

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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Puki@Puki

11Mes

@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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Marcel@Mcl1991

11Mes

@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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DieEnte7@DieEnte7

11Mes

@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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TheMaverick@TheMaverick

11Mes

If you are interested in this sector I'll suggest you to look at $ODFL and $SAIA :)

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Noel@Noel

11Mes

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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