jjjonny · 2024-09-05T17:07:43.069916Z

Moin zusammen, mein Portfolio könnte eine Erhöhung im Industriesektor vertragen, was ist euer Favorit für die nächsten 10 Jahre?

@jjjonny

4Mon·

Hello everyone,

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

Caterpillar

30.45%

Union Pacific

14.98%

Waste Management

25.46%

Fastenal

6.32%

Deere

22.8%

601 Votes

10 Comments

But T.@But_the_Stock_Picked_Me

4Mon

$RSG Republic Services

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jjjonny@jjjonny

4Mon

@But_the_Stock_Picked_Me What are the advantages over WM?

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But T.@But_the_Stock_Picked_Me

4Mon

@jjjonny The performance in the past (!). Some prefer WM, others RSG. Seems to be a bit like Visa and Mastercard - very roughly speaking. I believe that WM is better positioned in the use of AI. Cash flow would of course be interesting.

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jjjonny@jjjonny

4Mon

@But_the_Stock_Picked_Me Thanks for your opinion, I'll go into more detail.

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Tenbagger2024@Tenbagger2024

4Mon

Caterpillar should be able to benefit from interest rate cuts.

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jjjonny@jjjonny

4Mon

@Tenbagger2024 Based on the survey, I'm going to set a small first installment and then we'll see...

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Tenbagger2024@Tenbagger2024

4Mon

For agricultural machinery, I would perhaps
$MHID
set

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Soprano@Soprano

4Mon

@Tenbagger2024 Why? How far are they in AI? How much influence do they have internationally? It is currently still rather difficult to profit from the agricultural sector worldwide. It certainly works as a pure play in India, but there are other ways.

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Tenbagger2024@Tenbagger2024

4Mon

However, the company has a broad base.
Automotive, agricultural machinery, information technology and financial services.
The cheapest financing for agricultural machinery and commercial vehicles enables traders and farmers in India and Africa to increase their earnings.
Tech providers such as Deer or Acco find it very difficult to enter the market.

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Soprano@Soprano

4Mon

For me, this is clearly Deere. One of the few industrial stocks that play a role for me at all. I have already explained why several times here.

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