4Settimana
Do $INRG and $INTC still fit into your strategy and/or are you convinced of both in the long term? If not, I would realize the losses and put the money into positions you are convinced of.
$BAS would not be my first choice for a German share, as things are not going particularly well for them at the moment. Personally, I would go for $DB1, for example (even though it's a completely different industry and therefore not comparable).
$BAS would not be my first choice for a German share, as things are not going particularly well for them at the moment. Personally, I would go for $DB1, for example (even though it's a completely different industry and therefore not comparable).
•
11
•
4Settimana
So intel no longer fits into my strategy for the time being, as the dividend has been canceled. I also have turnaround shares, so I don't need another portfolio corpse.
Recession worries and the problems surrounding Russia etc. favor an anticyclical purchase at $BAS, don't they?
What do you think of $OMV?
Recession worries and the problems surrounding Russia etc. favor an anticyclical purchase at $BAS, don't they?
What do you think of $OMV?
••
4Settimana
@Puth1990 You have already answered the question of what you should do with Intel (especially when you consider that the loss of not even €100 is still limited).
$BAS Intel is a relatively sluggish company and the mills in the company grind slowly. The competitive pressure from China is increasing more and more (even BASF's factories in China are of little help here). The raw material situation is still not easy either (even if this is likely to improve in the medium term). I still see a rather difficult time for the industry and think that BASF in particular will not find it easy to react quickly and flexibly to a changing business environment.
I can't say anything about $OMV because I haven't dealt with them yet. However, I am not planning to include oil companies in my portfolio either.
$BAS Intel is a relatively sluggish company and the mills in the company grind slowly. The competitive pressure from China is increasing more and more (even BASF's factories in China are of little help here). The raw material situation is still not easy either (even if this is likely to improve in the medium term). I still see a rather difficult time for the industry and think that BASF in particular will not find it easy to react quickly and flexibly to a changing business environment.
I can't say anything about $OMV because I haven't dealt with them yet. However, I am not planning to include oil companies in my portfolio either.
•
11
•