Kevva schreef: ↑10 augustus 2017, 08:49 Onder de €17 koop ik bij. Zit er nu in aan €18,50. Heb er wel vertrouwen in voor de toekomst.

een licht teleurstellend resultaat zou boeken (zeer kleine terugval in de VS bvb) .... koersreactie zou dan makkelijk -10/15% kunnen zijn.

Kevva schreef: ↑10 augustus 2017, 08:49 Onder de €17 koop ik bij. Zit er nu in aan €18,50. Heb er wel vertrouwen in voor de toekomst.

Waarschuwingsschot Amazon maait Ahold Delhaize neer

Maandag is de overname van de Amerikaanse yuppiesupermarktketen Whole Foods door Amazon juridisch rond, goed twee maanden na de aankondiging. En nog dezelfde dag belooft 's werelds grootste webwinkel de prijzen van een hele reeks producten - van bananen over eieren tot tilapia - te verlagen.

Ook Ahold Delhaize ging op Euronext vrijdagochtend tot 6 procent onderuit naar 15,26 euro, wat het verlies sinds juni tot dik 20 procent doet oplopen. De Nederlands-Belgische supermarktketen haalt 60 procent van de inkomsten uit de Verenigde Staten, via kruideniersketens als Food Lion, Hannaford, Stop & Shop en Giant. Ahold Delhaize kreeg vorige maand ook al extra concurrentie van de Duitse budgetketen Lidl, die toen zijn eerste winkels opende in de VS.

Jhn schreef: ↑25 augustus 2017, 11:05 wat mij vooral zorgen baart is hoe de omzet eruit gaat zien als Amazon inderdaad eens goed keet schopt en de US omzet een serieuze deuk krijgt.

jens_dev schreef: ↑25 augustus 2017, 10:49 En als je afgaat op de resultaten van het bedrijf in plaats van de koers? Ben je dan nog steeds bezorgd?

"In the short run, the market is a voting machine but in the long run it is a weighing machine."
The speed at which a business's success is recognized, is not that important as long as the company's intrinsic value is increasing at a satisfactory rate. In fact, delayed recognition can be an advantage: It may give us the chance to buy more of a good thing at a bargain price.

It should be an enormous advantage for investors in stocks to have those wildly fluctuating valuations placed on their holdings – and for some investors, it is. After all, if a moody fellow with a farm bordering my property yelled out a price every day to me at which he would either buy my farm or sell me his – and those prices varied widely over short periods of time depending on his mental state – how in the world could I be other than benefited by his erratic behavior? If his daily shout-out was ridiculously low, and I had some spare cash, I would buy his farm. If the number he yelled was absurdly high, I could either sell to him or just go on farming.

Owners of stocks, however, too often let the capricious and often irrational behavior of their fellow owners cause them to behave irrationally as well. Because there is so much chatter about markets, the economy, interest rates, price behavior of stocks, etc., some investors believe it is important to listen to pundits – and, worse yet, important to consider acting upon their comments.

Those people who can sit quietly for decades when they own a farm or apartment house too often become frenetic when they are exposed to a stream of stock quotations and accompanying commentators delivering an implied message of 'Don't just sit there, do something.' For these investors, liquidity is transformed from the unqualified benefit it should be to a curse.