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Gustav
@Premium_Invstor_03
10Mes·

I would like to specialize my portfolio a bit more in defense companies. What other companies are there apart from the big ones like $RHM (-0,4%) or $LMT (+0,35%) , $AIR (+0,51%) ,...

Thank you very much

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18 Commenti
immagine del profilo
Epi@Epi
10Mes
Yes, if you don't want to "specialize a little more in defense companies" in your portfolio, then just leave it and buy something else. 🤷
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immagine del profilo
Kill_Baulitz@Johann_van_der_Smut
10Mes
Or a Defence ETF
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immagine del profilo
GHF@GHF
10Mes
The run is probably over, share prices have already risen sharply. If there are signs of a ceasefire in Ukraine, many defense stocks will fall. Personally, I think the sector is too hot to enter at the moment. 
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Georg@G_with_shares
10Mes
Renk (Can't link it directly for whatever reason) <security:n/a:DE000RENK730>
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immagine del profilo
Aric@Swamp_German
10Mes
@G_with_shares their p/e is high why do you recommend it?
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John@Transporter
10Mes
@G_with_shares Given Renk's history, I would advise against an investment.
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Georg@G_with_shares
10Mes
@Swamp_German He asked for specific companies. I answered without a rating or a recommodation. Just named it.
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Georg@G_with_shares
10Mes
@Transporter Which one do you mean?
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John@Transporter
10Mes
@G_with_shares Renk has been on the stock exchange before. A few years ago it was delisted and the shareholders were squeezed out. It was all very questionable. It was also discussed several times at the end of 2023. It's sad that nobody remembers it now.
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immagine del profilo
Filipe@fpena
10Mes
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John@Transporter
10Mes
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immagine del profilo
Phil@GiroOlaf
10Mes
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immagine del profilo
HaiRi$k@VanillaGorilla
10Mes
I think it's a sensible addition to the portfolio. I bought $RHM and <security:n/a:DE000RENK730> myself, although the latter won't last forever. I think $RHM is also a candidate for rising prices in the long term
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immagine del profilo
Dontknow@InvestRookie
10Mes
Why can't I see $DRO here? 😅
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Acacio C.@acacio
10Mes
I would like to buy some of the Korean Hanwha Defence stock (they make the wildly popular K9 self propelled guns now licensed by Poland) but have not found a way to buy it. :-(
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immagine del profilo
Dan@dzeroth001
10Mes
I am also a lmt fan
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immagine del profilo
Testo-Investor@Testo-Investor
10Mes
Train left the station a long time ago
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Donkey270@Donkey270
7Mes
Renk
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