11H·

Quo Vadis Wolters Kluwer

$WKL (-1,1%)

The figures weren't actually that bad, but the share price has been falling by double digits every quarter for about a year now. Today it's also going down again without any apparent reason. Yes, SaaS apocalypse and all that.


GetQuinn says my total return is about -70%.


In the meantime, I'm thinking about simply putting the few bucks left over from my investment into an ETF, e.g. the $TDIV (+0,11%) . even if a bottom were reached at some point, I hardly believe that the share would outperform this ETF or any other, for example. what do you think? Keep holding or get out and into an ETF?

I am also thinking about something similar with $SAP (-0,17%) .

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4 Comentários

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I think the right question you have to ask yourself is "Does my investment thesis changed on this company?"
If your investment thesis didn't change then you should not sell it regardless of what the stock price says.
Stock price doesn't mean that you are wrong or right, it simply tells you what others think of the company you own right now.
If you truly believe in the moat your companies have you should't sell.
If you bought the company because of hype or if your investment thesis changed then you should sell
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Be greedy when others are fearful and bla bla.
Having said this, the main question is whether the investment case are still there. I think there will be a bottom, but a +140% for $WKL is a big way to go.
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Am also down 30 %. I'm buying more.
I'm thinking about getting involved. KI will not make WKL obsolete, if only because of liability aspects. The last figures weren't bad either. At the moment there is simply a huge negative momentum. But that will change again. There are always dry spells, but I can also understand if you want to make a cut. Limiting losses is also part of the stock market trading toolkit. And -70% is already a lot. As others have said before: is your investment thesis still intact or not? But a recovery from -70% will take time...
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