1Semana·

DHL purchase at the turn of the year

Today I increased my position in DHL with the leverage gains from last month. The savings plan continues to run weekly with a small amount.

Why? I find the price interesting at the moment and think that we will see the 40€ again. The dividend should remain stable due to the free cash flow, if not even be increased slightly to €1.90.


Time will tell.

30.12
DHL Group logo
Comprado x50 em € 33,91
€ 1.695,50
25
8 Comentários

imagem de perfil
am also thinking about getting in 😌
2
imagem de perfil
I rather suspect that the dividend will be slightly reduced for this year. DHL's strategy is to pay out a maximum of 40-60% of profits. Unfortunately, we are currently well above that due to the decline in profits this year. Of course FCF is not bad, but you also have to make sure that you strengthen the operating business and prefer to keep the money in the company at the moment in my opinion
2
imagem de perfil
I also bought it today!
1
imagem de perfil
I already have 100 in my portfolio and may add more, but you will have to be patient with the stock.
1
Mostrar resposta
imagem de perfil
Good course. I have had a savings plan for 2 years. As soon as the price goes above 40, I pause.
1
Mostrar resposta
imagem de perfil
It is also one of my largest positions with a weighting of around 3%. I like it and share your opinion. Should I make some money, I would increase the position to 3.5-4%, as DHL as a German company is simply cheaply valued!
1
Participar na conversa