Stock Market Blog
+ 363.3% in five years – Holdings also set a new record
In the stock market blog Money, Francois Bloch captures an impressive or wobbly stock every day. Today: Holding too.
Market sentiment: SMI more Level 10444 (current: 11 203) – Wall Street: US stock markets: + 0.36% – Interest rates in the US are still very low – Gold above The trademark for $ 1,560 an ounce (Current: $ 1,778)! Oil oscillates (Current: $ 63.14) – Volkswagen (stock symbol: VOW3 GY) With strong upward movement – Covered Calls: Order of the day.
- ASML (stock exchange symbol: ASML NA): With exciting performance in 2021 (Reloading)
- Home Depot (stock exchange symbol: HD US): Reload!
- Group of Partners (Börsensymbol: PGHN SW): Speculation escalated
Also holding a new record: + 363.3% in 5 years (stop buying)
Investment proposal: Just hold on to things Holding too (Stock symbol: ALSN SW) There is no end in sight to this rise. The background is the most exciting annual result for 2020, which was presented on February 23, 2021. For 2021, the group also expects another increase in sales above the expected market growth, which according to the research institute Gartner will reach 1.8%. Meanwhile, the group profit for the IT distributor should grow faster than the sales volume. Management is increasing mid-term goals: According to my models, sales should first reach the mark in 2022 13.22 billion euros to reach. In 2017, that number was still 8.9 billion euros. The solutions division should make up about 35% of this, and the services division around 15%. Accordingly, “So” wants to make future acquisitions mainly in these areas. In 2017, the share of solutions revenue was 18.0% and services 3.7%. Specifically, the dividends distributed will also be increased and there is no reason to question the company’s long-term policy. At 1.55%, the dividend yield is more than acceptable and I assume that figure will rise again until 2022 and could rise to 1.78%. The long-term performance over five years in particular is a sensation: + 363.3% against + 37.6% With the SMI indicator, over the same period. With an increase 58.8% Within a year, the bill will pay you 3.6 billion Swiss francs
Investment strategy: Wait under all circumstances! (Block reloading)
conclusion: Investment performance is outperforming in the market and still offers upward potential.
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