Non trovato

Jan

@Barrd

2Mes·

$IFX (-0,75%)

It's time to say goodbye to this German share too.

The figures were more than modest and improvement is possibly in sight in 2025/2026.

I've put in a stop loss and if it doesn't hit, I'll sell on Monday for a savings plan.

The only German stocks I have left are SAP, Allianz, DHL and Derma, but that should be fine.

6 Commenti

SemiGrowth@SemiGrowth

2Mes

although the company itself is incredibly innovative...
Somehow they can't convert that into sales

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Jan@Barrd

2Mes

@SemiGrowth Yes, exactly. It's not a bad company in itself, but it's not budging. You simply miss out on returns with other companies.

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SemiGrowth@SemiGrowth

2Mes

@Barrd I'll probably get through anyway

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Robinhodl@Robinhodl

2Mes

It's just fully compatible with the automobile cycle, but I still see the moat as upright.

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Jan@Barrd

2Mes

@Robinhodl I agree with you, but there is no improvement in sight. I'll put the company on my watchlist and then we'll see

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Robinhodl@Robinhodl

2Mes

@Barrd I understand that, but cyclical stocks should actually be bought when they are at the bottom. However, I can well imagine that the bottom could be much lower. For me, this is only a 0.3% position in the overall portfolio at 20% up, and I will only sell it when the moat falls.

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