You have been a champion of DSG and less so of ENGH.
ENGH provides 5.94% dividend, might be a dividend trap??
Both are down 30% +/- 1 yr.
I would have punted DSG 6 months ago, but didn't, due to your endorsement.
Credibility is important - maybe I'm missing a subtle distinction.
And I made the decision to keep it.
Thank you
Feel free to modify my question re: DSG /ENGH to put you less on the spot. I think it was Buffett who said "if can't handle your equities dropping 50% you shouldn't be in the stock market". I can handle it, but still don't like it.
All the best
DSG was a stock with a premium multiple, deservedly so, that decided to miss numbers, and see slowing growth, all at the same time that tariff fears and AI paranoia came to the market. With less cross border traffic, who needs logistics? The issue is that even with its decline this year it is not exactly cheap. At 34X next year's earnings, investors are still looking at potential growth and its pristine balance sheet. We think it has recovery potential but it needs to execute and a few things need to go right. We would still rate it a HOLD. ENGH is more disappointing. Yes, the dividend is nice, as is the balance sheet. But there clearly needs to be a catalyst here to get investors even looking at it again. We had much higher hopes for Mr. Sadler, especially considering its past (successful) ventures.