And again, another 75 shares of Noble Corporation $NE (+2.93%) into my portfolio. The future figures look promising, which is why I will almost certainly buy more shares this year.

Let's go 😎🤞🏼

This week I have again acquired a few shares in $NE (+2.93%) Noble Corporation again this week.

I expect the share price to rise considerably in the future.

$NE (+2.93%) Noble Corporation is being continuously expanded. There is no oil or gas without drilling.

André Kostolany "In a gold rush, don't invest in gold diggers, invest in shovels!"

Introducing Noble Corporation $Ne (+2.93%) - a new addition to my portfolio - is an offshore drilling company specializing in the provision of services for the exploration and production of oil and gas.

The company offers its customers a wide range of services that cover the entire life cycle of a drilling project, from well planning to decommissioning.

Noble Corporation's key activities include:

1.Drilling exploratory wells: Noble Corporation drills exploratory wells to find new oil and gas deposits.

2. drilling production wells: Once an oil or gas deposit is discovered, Noble Corporation drills production wells to produce the oil or gas.

3.drilling subsea wells: Noble Corporation specializes in drilling subsea wells in water depths of up to 2,000 meters.

4.drilling wells in extreme depths and environments: Noble Corporation has the experience and expertise to drill wells in extreme depths and environments, such as arctic regions or areas of high pressure and temperature.

The company's fleet includes:

Jackup drilling rigs: Jackup drilling rigs are mobile platforms that stand on three legs and can be deployed in water depths of up to 120 meters.

Semi-submersible platforms: Semi-submersible platforms are floating platforms suitable for use in water depths of up to 800 meters.

Drill ships: Drill ships are the largest and most powerful drilling platforms and can be used in water depths of up to 3,000 meters.

An overview of the fleet can be found on the company homepage

https://noblecorp.com/our-fleet/fleet/default.aspx

As this stock is cyclical, I will continue to buy in small tranches this year 🤑🤞🏼📈

Hello, Community,

Today I’d like to introduce you to a category of stocks that’s likely to divide opinion. I’m talking about so-called “sin stocks.”

While many focus on ESG, sustainability, and the like, there are also investors who are looking for the exact opposite. I’m one of them.

Some people traditionally associate sin stocks with the alcohol, tobacco, and gambling sectors. I’d like to make it a bit more interesting and expand the scope of “sin.”

To do this, I’m drawing on the seven deadly sins and would like to introduce a few stocks that (may) be associated with them: pride, greed, lust, envy, gluttony, wrath, and sloth.

First things first: I’d like to avoid moral debates as much as possible. If this is already making you gasp for air, please skip this post.

Sin 1: Pride.

Those who are to perish first become proud; and pride comes before a fall

This includes companies operating in the luxury segment. For example $RMS (+0.55%) , $RACE (-1.08%) or this one, which is very popular $MC (-0.5%). What makes them interesting, in my view, is that the more luxurious they are, the less dependent they are on economic cycles. The super-rich hardly care when an economic crisis strikes. On top of that, they can achieve exorbitant margins, since pricing simply has to reflect the nature of luxury.

Sin 2: Greed

For greed is the root of all evil

The financial sector and its stocks can be counted among the “greed” stocks. For example, $JPM (+0.57%) or $DBK (+1.38%) , but also commodity companies such as $XOM

To be honest, I’m less familiar with this sector than with others—the financial industry is generally less interesting due to its lack of transparency.

I find commodity companies more interesting—perhaps even “suppliers” such as $NE (+2.93%) , which are manufacturers of oil rigs.

Sin 3: Lust

I don’t have any stocks in this sector in my portfolio myself. For quite some time, I’ve been $RICK (+1.83%) —they operate in the “adult entertainment” industry and run strip clubs. They also run restaurants (“Bombshells”) where the waitresses’ uniforms consist of very little fabric. In my view, however, these Bombshells aren’t that attractive, which is why I didn’t invest.

You could certainly also include apps like $GRND (-1.43%) in this category as well.

Do you have or know of any stocks you’d classify here?

Sin 4: Envy

This category includes cosmetics stocks such as $OR (+0.65%) or social media stocks like $META (+6.81%) . My portfolio is also underrepresented here.

Sin 5: Gluttony

Binge drinking and gluttony characterize people who have lost their way

The classic among sin stocks. This category includes alcohol companies such as $DGE (+2.08%) , tobacco companies such as $PM (-0.45%) or fast-food companies like $MCD (-0.45%)

An even more extreme example would probably be $TSN (+0.32%) a meat producer.

Since tobacco and alcohol (can) be addictive, there’s a strong lock-in effect. That’s likely why many investors steer clear of such stocks.

I consider $MNST (+1.32%) one of the most exciting “gluttony” stocks. As a manufacturer of energy drinks, they remind me a bit of tobacco companies, though they’re hardly regulated and can advertise freely. Strong growth in the market—and in the stock.

Sin 6: Wrath

The second classic. Wrath encompasses all stocks in the defense industry. Still frowned upon from an ESG perspective just a few years ago, they’re now almost back in vogue. $LMT (+1.17%) , $RTX (-0.18%) or $RHM (-1.8%) should be familiar to most people. They are heavily dependent on government contracts and thus on political decisions. However, the trend over the next few years should be upward.

In my view, an exciting “Wrath” stock is $AXON (-2.13%) . It’s a supplier to law enforcement, primarily in the U.S.—for example, through body cameras and Tasers. It was at $90 just before a buying opportunity—and I unfortunately missed it.

Sin 7: Sloth

Don’t be sluggish when you need to be diligent

One could include companies here that contribute to inactivity or passivity. First and foremost, the gambling industry. I see the most exciting stock here in $EVO (+1.07%). It’s one of the stocks with the highest weighting in my portfolio. It’s a “supplier” for online casinos. Growth is enormous—the gambling industry is still very much analog. But the online segment is growing at double-digit rates annually—just like Evolution Gaming. Plus, it pays a nice dividend.

Otherwise, you can also look at various brick-and-mortar casino operators.

That was my tour of the “sin stocks.”

Now I’d be interested to know which exciting sin stocks you have.

And also, whether you see any other “sin” sectors.

By the way, I’ve had the prison operator $GEO (+1.25%) in mind the whole time—it seems to me to be the final stop for many sins.