Postos
9By far my worst investment.
Admittedly, I am actually bullish on VONOVIA, but the current drop is insane.
Of course there are risks, but I see them as quite low for VONOVIA. Rents are paid, I think, even in a cooling economy ... and the rising interest rates should also make VONOVIA hardly to create, because they have quite long fixed interest rates. Or am I missing something here? Long I am and remain bullish. Nachkaufen I dare but believe now no longer ...
So slowly the market is exciting, so that I will also start in the next week to look at a pair of companies and also look at times charttechnically. Do the resistance zones hold or does it go a little lower?
My focus is currently on buying companies that I already own and the prices and charts invite to buy. It looks like this:
Interesting for me to re-buy:
$MSFT (+0,63%) Microsoft
$VONOY (+0,73%) Vonovia
$ZS (+1,56%) Zscaler
$SBUX (+0,83%) Starbucks
Companies that I definitely want to buy, but the price and chart currently do not invite me to do so:
$MURGY (+0,93%) Munich Re
$JNJ (-0,96%) Johnson & Johnson
$PEP (+0,08%) PepsiCo
$AAPL (+1,23%) Apple
$MCD (-0,54%) McDondalds
New purchases that I do not currently have in my portfolio but would like to have at some point:
$ADBE (-0,07%) Adobe
$QCOM (-0,49%) Qualcomm
However, I still want to take a close look at Qualcomm in the near future. The trend has not been broken yet. Adobe should turn slowly now, as they are in the resistance zone. Here I will take a close look.
Microsoft, Vonovia, Zscaler and Starbucks are very interesting though. Microsoft and Starbucks, are also among my last after-buys. I would like to add something here. Zscaler and Vonovia are at the top of the list.
In such phases, I like to pull the shares and then adjust the weightings again.
But as mentioned in the last post, I usually take my time and build up in such phases, first once proper cash and then go in thoughtfully. If it then rises faster than I expected, it is not bad. I do not chase after any company. I am invested and sit out such phases otherwise simply. I don't have to invest!
Which companies are currently on your list to buy or buy again and which ones would you like to buy, but don't find interesting enough at the moment?
No investment advice
Is there anything against investing in $VONOY (+0,73%) ?
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
Market News FR is finally back with the latest news from the economic sector. The getquin application is finally available in French!!! Are there any French speakers in our community yet? I look forward to some interesting discussions.
𝗜𝗣𝗢𝘀 🔔
Daimler Truck - The truck division of Daimler ( $DAI (+0,03%) ) made its debut on the Frankfurt Stock Exchange today under the name Daimler Trucks. The first price valued the company at a market capitalization of 23 billion euros. This market capitalization is therefore rather at the lower end of the range of analysts' forecasts, who were expecting a valuation of up to 40 billion.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
Ex-dividend date: FedEX ( $FDX (+0,92%) ), Vonovia SE ADR ( $VNAA (+0,73%) ) and ITT Corp ( $ITT (+0,33%) ).
𝗖𝗵𝗶𝗳𝗳𝗿𝗲𝘀 𝘁𝗿𝗶𝗺𝗲𝘀𝘁𝗿𝗶𝗲𝗹𝘀 📈
Today CARL ZEISS MEDITEC ( $AFX (-2,96%) ) , Surgutneftegas ( $SNGS ) and Wolford AG ( $WOLS ) present their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Inflation - The U.S. Consumer Price Index is up 6.8% since December 2020. This is the fastest increase since June 1982. It remains to be seen how the US central bank will react. The next FED meeting is next week and the numbers will play a central role.
Volkswagen ( $VOWA (+1,7%) ) - Herbert Diess remains at the head of the group. The supervisory board has agreed that Diess will remain as chairman of the management board, but will lose some operational competences. The biggest change will be that Herbert Diess will lose responsibility for the business in China. In addition, the investment program for the next five years has been approved. It includes investments of 160 billion euros.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
Meta - Meta Whatsapp's subsidiary is currently testing transfers with crypto-currencies. A test phase is currently underway to allow users to send crypto-currencies to each other. This is to be implemented with the Novi wallet, which is also owned by the Meta group. The crypto-currencies available are currently not Bitcoin, Dogecoin & Co, but only a stablecoin based on Etherum called Pax Dollar.
I wish you a good weekend! And see you next time!
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗜𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝘀𝗼𝗿𝗴𝗲𝗻 / 𝗗𝗶𝗲𝘀𝘀 𝗯𝗹𝗲𝗶𝗯𝘁 / 𝗪𝗵𝗮𝘁𝘀𝗮𝗽𝗽 𝘄𝗶𝗿𝗱 𝗭𝗮𝗵𝗹𝘂𝗻𝗴𝘀𝗱𝗶𝗲𝗻𝘀𝘁𝗹𝗲𝗶𝘀𝘁𝗲𝗿
𝗜𝗣𝗢𝘀 🔔
Daimler Truck - Daimler's ($DAI (+0,47%)) truck division could celebrate its debut on the Frankfurt Stock Exchange today under the name Daimler Trucks. The first price valued the company with a market capitalization of 23 billion euros. This means that the market capitalization is rather at the lower end of analysts' forecasts, who had expected a valuation of up to 40 billion.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, among others, FedEX ($FDX (+0,92%)), Vonovia SE ADR ($VNAA (+0,73%)) and ITT Corp. ($ITT (+0,33%)) are trading ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, among others, CARL ZEISS MEDITEC ($AFX (-2,96%)) , Surgutneftegas ($SNGS) and Wolford AG ($WOL (+2,67%)) present their quarterly figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Inflation - The consumer price index in the U.S. is up 6.8% since December 2020. This is the fastest increase since June 1982. Exactly how the Federal Reserve will respond remains to be seen. The next meeting of the FED will take place next week, where the figures will play a central role.
Volkswagen ($VOW (+1,98%)) - Herbert Diess remains Group Chairman. The Supervisory Board agreed that Diess will remain Chairman of the Board of Management, but will have to relinquish some operational responsibilities. The biggest change will be that Herbert Diess will lose responsibility for the China business. In addition, the investment program for the next 5 years was released, this includes investments in the amount of 160 billion euros.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
Meta ($FB (+0,46%)) - The Meta subsidiary Whatsapp is currently testing transfers with cryptocurrencies. A test phase is currently underway to enable users to send cryptocurrencies to each other. The whole thing is to be implemented with the Novi wallet, which also belongs to the Meta Group. Available cryptocurrencies are currently not Bitcoin, Dogecoin & Co, but only a stablecoin based on Etherum called Pax Dollar.
Follow us for french content on @MarketNewsUpdateFR
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗩𝗼𝗻𝗼𝘃𝗶𝗮 𝘀𝗶𝗰𝗵𝗲𝗿𝘁 𝘀𝗶𝗰𝗵 𝗠𝗲𝗵𝗿𝗵𝗲𝗶𝘁 / 𝗘𝗻𝗲𝗿𝗴𝗶𝗲𝗸𝗿𝗶𝘀𝗲 𝘀𝗰𝗵𝗲𝗶𝗻𝘁 𝘃𝗼𝗿𝗲𝗿𝘀𝘁 𝗮𝗯𝗴𝗲𝘄𝗲𝗻𝗱𝗲𝘁 / 𝗥𝘂𝘀𝘀𝗹𝗮𝗻𝗱 𝗴𝗿𝗲𝗻𝘇𝘁 𝗞𝗿𝘆𝗽𝗿𝗼𝗵𝗮𝗻𝗱𝗲𝗹 𝗲𝗶𝗻
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
Today, American Express ($AEC1 (+0,56%)), AT&T ($SOBA (+2,17%)), General Mills ($GRM (-1,44%)) and Verizon ($BAC (+0,69%)) ex dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, Heidelberg Pharma ($HPHA (-1,28%)) and ConAgra Foods ($CAO (-0,69%)) present their figures.
𝗜𝗣𝗢𝘀 🔔
𝗚𝗲𝘁𝘀𝗮𝗳𝗲 - The up-and-coming start-up from Heidelberg, which has set itself the task of disrupting the insurance market, was able to collect an impressive sum of 55 million euros in its new financing round. Thus, the start-up can report a total funding of 80 million EUro. Among the backers are mainly family offices from Germany and Switzerland and also the venture capitalist Earlybird. In addition, the insurance company Swiss RE and Commerz Ventures have also invested in Getsafe. Getsafe is primarily using the money to obtain its own insurance license. Furthermore, it will also invest in further technology and growth.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
𝗩𝗼𝗻𝗼𝘃𝗶𝗮 ($VNAA (+0,73%)) - A few days ago we already wrote about the acquisition deal. Now Vonovia has secured more than 60 percent, through an offer in Deutsche Wohnen ($DWNI (+0,22%)). This now makes Vonovia the majority shareholder in Deutsche Wohnen.
𝗚𝗮𝘀 - Gas prices have really gone through the roof in recent days. The increased demand, also with regard to the winter months, the limited supply and further factors provided for this development. In the meantime gas was traded for ten times the prices at the beginning of the year.
Now, however, the situation on the gas market seems to be easing somewhat. Putin hinted that Gazprom ($GAZ) could increase its deliveries to save Europe from an energy crisis.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
𝗥𝘂𝘀𝘀𝗹𝗮𝗻𝗱 - The Bank of Russia is planning to slow down, or make it more difficult, to trade cryptocurrencies in Russia. Thus, new laws are to be passed in the future, according to which only professional traders will be able to buy cryptocurrencies. According to the bank, these laws are intended to protect private investors. In recent years, cryptocurrencies have gained a lot of popularity in Russia. According to a survey, 77% of all Russian investors believe that cryptocurrencies are the most promising of all investment opportunities.
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗗𝗔𝗫 𝗲𝗿𝗹𝗲𝗶𝗰𝗵𝘁𝗲𝗿𝘁 𝗻𝗮𝗰𝗵 𝗪𝗮𝗵𝗹 / 𝗩𝗼𝗻𝗼𝘃𝗶𝗮 𝘂𝗻𝗱 𝗗𝗲𝘂𝘁𝘀𝗰𝗵𝗲 𝗪𝗼𝗵𝗻𝗲𝗻 / 𝗧𝘄𝗶𝘁𝘁𝗲𝗿 𝗺𝗶𝘁 𝗻𝗲𝘂𝗲𝗺 𝗖𝗿𝘆𝗽𝘁𝗼 𝗙𝗲𝗮𝘁𝘂𝗿𝗲
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
Today is the deadline for American Tower ($A0T (+0,49%)), Lam Research ($LAR) and Ping An Insurance ($PZX (+0,49%)) .
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today Achiko AG ($4ZI) and Neopost S.A. ($NEQ (-0,69%)) will present their figures.
𝗜𝗣𝗢𝘀 🔔
𝗔𝗺𝗽𝗹𝗶𝘁𝘂𝗱𝗲 - The American software company, which specializes in the analysis and graphical processing of app data, plans to go public today. A value of 35.41 US dollars is expected for the AKtien, with which the company can be allocated a total value of 4.6 billion US dollars.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
𝗕𝘂𝗻𝗱𝗲𝘀𝘁𝗮𝗴𝘀𝘄𝗮𝗵𝗹 - there is a sigh of relief on the German stock market. The DAX opened in the plus.
The reason for this is quickly found. A left-wing alliance with SPD, Greens and Left is no longer possible. The red-red-green government would in all likelihood have led to more regulations and higher taxes, issues to which the market generally reacts allergically.
𝗘𝗻𝘁𝗲𝗶𝗴𝗻𝘂𝗻𝗴𝗲𝗻 𝗶𝗻 𝗕𝗲𝗿𝗹𝗶𝗻 - In the vote for real estate expropriations, a majority of Berliners voted in favor of expropriating large housing stocks. The next steps are now crucial.
First, the Senate has yet to draft a law. According to Ulrich Battis, a professor at the law faculty of Humboldt University in Berlin, the Senate will first have to examine whether such a law would not be unconstitutional.
How quickly the calls for expropriation will be taken up also depends on which government will find itself in the Berlin House of Representatives.
𝗩𝗼𝗻𝗼𝘃𝗶𝗮 ($VNAA (+0,73%)) - The real estate group has now secured a majority stake in rival Deutsche Wohnen ($DWNP (-0,44%)). Currently, the Bochum-based group holds approximately 50.49% of the voting rights.
Vonovia is offering 53 euros per Deutsche Wohnen share.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
𝗧𝘄𝗶𝘁𝘁𝗲𝗿 ($TWR) - The social media platform has announced a new, very significant feature. Soon it will be possible for users of the platform to send each other "tips" (tips) in the form of cryptocurrencies. For this purpose, the Twitter profile will be linked to the corresponding crypto wallet. Payment works via common payment platforms, such as Cash App, Patreon or Venom.
Principais criadores desta semana
