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jjjonny
@jjjonny
4Mon·

Thanks to everyone who participated.

I had expected Union Pacific $UNP (-1.88%) much further ahead.

I will now carry out an analysis and then place a first tranche in $CAT (-2.21%) put.

What do you think is a fair entry point?

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jjjonny
@jjjonny
4Mon·

Hello everyone,

my portfolio could do with an increase in the industrial sector, what is your favorite for the next 10 years?

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3 Comments
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Tenbagger2024@Tenbagger2024
4Mon
Here is another interesting assessment by Volker Schulz.

https://youtu.be/V_DZ9IqRDak?si=HUnqyViZ4DID37Tg
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Patrick Schäfer@Hotte1909
4Mon
It just depends on how many tranches you want to buy.
If you buy 10 tranches of 2 shares each, you can always get in with the first one. If you buy 20 shares directly, I would like to see 265. Quasi undercut the low from the beginning of August again. I could imagine that the mark will come back soon
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Michael@Mbsmoker
4Mon
$UNP is simply too expensive at the moment.
I bought just under 190 a year ago, which was worth it.
But it's been going sideways for a while now
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