3Mes·

I am taking profits of around 17% and no longer want to be invested in the main electricity supplier.


Any opinions? $NEE (-1,37%)

19.07
Nextera Energy logo
Venduto x25 a 65,64 €
1.641,00 €
3,57%
3
7 Commenti

immagine del profilo
Nothing at all?

Especially since we know that NEE will benefit from the amount of electricity required by the AI data centers.
Like Microsoft, Alphabet and Co.
6
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immagine del profilo
I don't think I would have done it, although I'm not invested at the moment, I think it's actually quite attractively positioned for the future. But 17% bagged is of course 17% bagged 👍🏻
2
immagine del profilo
And what speaks against $NEE?
1
immagine del profilo
I'm out too, I bought OMV-AG instead, they pay much more dividends and are much cheaper
1
Get out of $NEE : not smart. Adjusted earnings rose to $2.1 billion in the last quarter. Two large corporations have signed contracts for the purchase of 10.3 GW by 2030, and fortunately they are not from the tech sector. And the order volume for new green power projects is also excellent. However, the share price was massively below its all-time high last year: the company is in an excellent fundamental position, is the largest supplier of renewable energies in North America and energy demand will increase. This share will rise again and the price will head north in the long term (as it has done since 1981, always look at the right long-term charts): In the end, equity investments are always tangible assets and are based on fundamental business data. Price fluctuations, stock market news and all analysts' opinions are the gambler's part of the performance. If you have a little time (2-5 years), you will be biting yourself in the ass if you don't buy the stock now.

And no: Trump's administration will not change this. Because the same applies in the USA as here: renewable electricity is by far the cheapest form of energy. No nuclear power plant can compete with it, and that is also the reason why nothing will change significantly in terms of climate policy in the USA with regard to primary electricity generation.
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