Postos
41Let's continue with the quarterly figures😬
among others
$NVDA (-3,63%)
$HIMS (-26,15%)
$HD (-2,25%)
$LOW (-2,87%)
$CRM (-2,41%)
$SNOW (-3,37%)
$VST (-7,68%)
$TMDX (-4,22%)
$O (+1,37%)
$STLAM (-0,34%)
$AXON (-4,57%)
$KDP (+3,46%)
$DOM (+2,55%)
$INTU (-1,66%)
$ZETA (-7,04%)
In the current issue, "Der Aktionär" recommends these dividend stocks.
For a peaceful night's sleep (conservative):
Top dividend with medium risk can be seen in:
Dividends with a yield kick are located in these shares:
Source: Der Aktionär, Issue 08.2025
Happy New Year everyone! We are starting the new year with adjustments to the Sina ETF. (The performance here below somehow no longer corresponds to the actual performance, but so be it...) After this post you'll have peace and quiet from my ETF again :D
I sold some stocks and invested the dividends I received last year. That left me with 19 euros in cash, so it's still a 40-share ETF ;)
If this were my only portfolio, I would probably have held more cash and not reinvested directly, as the entry point doesn't always seem optimal. But I also proceeded without regard to entry points.
For the question of how high the profits or losses were, please refer to the portfolio.
Out are:
$STLAM (-0,34%) (loss)
$AFX (-0,59%) (loss)
$MC (+0,4%) (loss)
$OR (+1,22%) (loss)
$7203 (-0,72%) (loss)
$D05 (+0,91%) (Profit)
$RHM (-1,89%) (Profit)
$ENR (-4,27%) (Profit; also dropped from my "real" portfolio)
Partial sale:
$WMT (-2,31%) at 50%
Increased by:
$ASML (-0,72%) Since the position was down over 20%, but I am convinced in the long term
New additions:
https://finance.yahoo.com/news/car-dealers-trash-legacy-ousted-151625548.html
I personally think as Italian and as Investor and Entrepreneur that Tavares ruined an entire company.
His policies on cost cuttings and higher prices to have a short term benefits has destroyed the American clientele with the worst results in the last years for brands like jeep and ram.
Elkann in these days is trying to realign the shareholder and management achievements including a long term solutions with the Italian government.
We’ve even got to take care about the European car manufacturers market that is suffering the cheap and innovative Chinese cars solutions.
In my own opinion to the ones who are happy to takes more risks with a possible higher return, the stock is now cheaper than ever with a p/e of 2.93 and a glutton 11.36% dividend that makes me happy to wait till it goes back to normality. I’m piling up more with a target price of 17.
$STLAM (-0,34%) slow time to build up position
for long term
12%dividends 😜
can go even lower yes !!!
i am worried no !!!
take a $WIF (-7,26%) 😁
02.12.2024
GameStop closes German stores + LogiTech to become an "iconic" brand + 4 important dates this week + Head of Opel parent company Stellantis resigns
The 69 German stores of the video game retailer Gamestop $GME (-1,75%) are to be closed by January 31, 2025. This was reported by the industry portal "Gameswirtschaft". The American company's German headquarters could not be reached for comment. However, store employees confirmed the plans to the Frankfurter Allgemeine Zeitung (FAZ) by telephone. They had been informed internally. Pre-orders will no longer be accepted and vouchers will no longer be sold. "Gameswirtschaft" refers to information from the retailer's suppliers, which coincides with reports from employees. (FAZ)
The CEO of the computer accessories manufacturer, Hanneke Faber, wants out of Logitech $LOGN (+0,61%) into an "iconic brand". Sales are to double by 2031. The brand's many fans are a good starting point. "Now we have to take the brand to the next level so that people really love it," the SonntagsZeitung quotes from a meeting with Faber in Zurich. It needs a "wow" factor like Apple. Faber also wants to make gains in hybrid work and artificial intelligence. Meanwhile, Logitech needs to improve again in China. Faber believes he is well prepared for possible US tariffs on Chinese imports. "We used to be dependent on China, now we have a broadly diversified global supply chain." (SoZ, p. 40)
4 dates that will be important this week:
The results of the Job Openings and Labor Turnover Survey (Jolts) for October provide insights into the tendency of employers and employees to lay off and the number of vacancies on the US labour market. The month under review was heavily influenced by Hurricanes Helen and Milton.
>>> Tuesday, 03.12.2024; 16:00
Incoming orders in German industry are likely to have fallen in October. Economists surveyed by Dow Jones Newswires expect them to have fallen by 2.0 percent compared to the previous month, after rising by 4.2 percent in September. Overall, there is a slight recovery trend in orders. In the second and third quarters, it had already moved away somewhat from the low recorded in the first quarter of the year.
>>> Thursday, 05.12.2024; 08:00
Production in Germany's manufacturing sector was as weak in the third quarter as it had been during the coronavirus lockdowns. But while companies wanted to produce back then but were unable to do so, the opposite is true today. The cushion of orders has melted away and economists fear that the situation on the labor market could soon deteriorate. For October, the economists surveyed by Dow Jones Newswires expect production to have risen by 1.0 percent compared to the previous month.
>>> Friday, 06.12..2024; 08:00
The number of people employed in the US economy is likely to have risen more sharply again in November. According to the Factset consensus, analysts expect it to have risen by 210,000 compared to the previous month, after increasing by just 12,000 in September. The weak September figure was caused by hurricanes Helen and Milton. The unchanged very low unemployment rate of 4.1 percent showed that there was probably nothing more to it. An increase to 4.2 percent is expected for October and a monthly increase of 0.3 percent for wages, which means an annual increase of 3.9 percent. After years of fighting inflation, the US Federal Reserve is now focusing more strongly on the labor market.
>>> Friday, 06.12..2024; 14:30
Suffering from problems in the important US market and a weak industry situation, car manufacturer Stellantis $STLAM (-0,34%) must look for a new boss sooner than expected. The Board of Directors has accepted the resignation of Carlos Tavares, the multi-brand group (including Peugeot, Citroen, Fiat, Chrysler, Jeep, Alfa Romeo) announced on Sunday evening. The Volkswagen rival had already announced in October that the search for a successor to Tavares was underway, as he would not be renewing his contract, which expires in 2026. A new boss is now to be found in the first half of 2025, the company said on Sunday. Until then, a management committee will be formed under Chairman of the Board of Directors John Elkann. Tavares led Stellanti's formation of the car giant through the mega merger of PSA and Fiat Chrysler in 2021. The manager only had to lower the profit outlook for 2024 at the end of September this year. The car manufacturer usually makes the lion's share of its profits in the North American market with large SUVs and pick-ups. However, there are currently too many unsold cars in dealers' yards, which is reducing sales prices. The situation on the car markets in other countries is also bleak overall. The company confirmed its lowered outlook for the year on Sunday.
Monday: Stock market dates, economic data, quarterly figures
ex-dividend of individual stocks
LVMH Moet Hennessy Louis Vuitton EUR 5.50
Christian Dior EUR 5.50
Lockheed Martin 3.30 USD
McDonald's USD 1.77
Nike 0.38 USD
Quarterly figures / company dates Europe
07:00 Prosus 1H results
16:00 Prosus analyst conference
No time specified: Schneider Electric Investor Day
Economic data
Stellantis’, $STLAM (-0,34%), CEO is stepping down after profit slumped and US sales weakened at the maker of Jeep SUVs and Fiat cars, per Bloomberg
STELLANTIS NV - FULL YEAR 2024 FINANCIAL GUIDANCE CONFIRMED
Stellantis $STLAM (-0,34%) has announced that it will temporarily cease production at its plants in southern Italy. This is due to falling market demand and the effects of the new Euro 7 emissions standards, which are causing higher costs for petrol and diesel vehicles. Models with lower demand are particularly affected. This measure underlines the challenges facing car manufacturers in Europe due to stricter environmental regulations and changing market conditions.
Further details can be found in the article on Reuters.
The news is based on what I personally consider to be reputable sources. However, I do not guarantee their accuracy. No advice.
What do you think about $STLAM (-0,34%) ?
Maybe the descent can be a springboard?
Stellantis Q3 2024 $STLAM (-0,34%)
Financial performance
Balance sheet overview
Revenue overview
Cash flow overview
Key figures and profitability metrics
Segment information
Competitive position
Forecasts and management commentary
Risks and opportunities
Summary of the results
Stellantis is in a period of transition with a significant decline in net sales and deliveries in most regions. Despite these challenges, the company is actively managing inventory levels and focusing on a robust pipeline of new product launches. The strategic focus on multi-energy platforms and expansion in BEV positions Stellantis to capitalize on future market opportunities, although there are headwinds in market conditions and currency impacts to overcome. The company's commitment to its financial guidance reflects confidence in overcoming current operational challenges.
Positive aspects
Negative aspects
Principais criadores desta semana
