BUY Conviction4/5 Analysis quality80/100 now
The YouTuber identifies Deutsche Post as the most attractive investment among the logistics companies discussed, especially for those seeking high dividends. He highlights its current low valuation (KGV of 9, significantly below its historical average), high dividend yield (over 5%), and strong operational margins compared to FedEx, despite some projected short-term earnings decline. He believes the dividend is stable and unlikely to be cut.
“Insofern halte ich tatsächlich haltet euch fest die Deutsche Post für das interessanteste Unternehmen von den dreien in dass man investieren kann besonders dann natürlich wenn man auf hohe Dividenden steht”