Air Products & Chemicals $APD (+0.88%)

Ecolab $ECL (+0.05%)

CRH $CRH (+3.13%)

Linde $LIN (-0.76%)

Sherwin-Williams $SHW (+0.31%)

Rio Tinto (With $RIO (+2.14%) I am more interested in the attractive valuation, dividend and investments in future areas such as copper/lithium)

In the basic materials sector, stock selection was not easy for me. I had to adjust my usual quality standards somewhat and in some cases also make compromises (see above 🤓). The sector is very cyclical, which makes it more difficult to find companies with consistently stable performance. Many key figures are heavily distorted by fluctuations in commodity prices, economic influences or geopolitical factors. At the same time, however, it also offers interesting opportunities for long-term investors, especially if an anti-cyclical entry is successful 🫣.

Which companies do you see as particularly promising for a long-term investment?

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I am also fascinated by the idea of profiting from gold actively and with dividends. That's why I've been looking at gold stocks and have my eye on Franco-Nevada and Agnico Eagle in particular. Neither of them made it into the selection above, but I wanted to mention them anyway. Even though I am not yet invested, I will definitely continue to monitor both stocks.

$FNV (+0.05%) Franco Nevada is a royalty company with low operating risk but high gold price leverage.

$AEM (+0.67%) Agnico Eagle is a classic mining company with a good balance sheet and a decent dividend history.

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3.Order went to market leader in industrial gases $LIN (-0.76%)

Question to the community, I have now $LIN (-0.76%) for over a year now. The share price has been moving sideways since then. I am actually convinced by the company, but would the money be better spent elsewhere? Who else has the share and could write their opinion?

In uncertain times, it is important to keep a watchlist so that you can pick up stable shares at bargain prices. I hope we go down a few more levels, another -20% would be nice, even if the short to medium-term price losses hurt.

I currently have almost 30 stocks on my watchlist, some of which are attractive in terms of price, while others are still far too high for me. I have not listed stocks that are already in my portfolio and that I would like to buy (in order of dividend amount):

Hercules Capital $HTGC (+0.45%) or Main Street Capital $MAIN (+0.46%)
Chevron $CVX (+1.13%)

Vinci SA $DG (+2.17%)
United Parcel Service $UPS (+0.62%)
3i Infrastructure $3IN (+0.54%)
Iron Mountain $IRM (+0.67%)
Micro Star International $MSS
Nextera Energy $NEE (-2.31%)
Partners Group $PGHN (+1.71%)
Itochu Shoji $8001 (-0.65%)
Canadian National Railway $CNR (-0.8%)
Svenska Cellulosa $SCA B (-0.02%)
VAT $VAT
Investor AB $IVSB
Assa Abloy $ASSA B (+0.48%)
Linde $LIN (-0.76%)
John Deere $DE (+1.14%)
Landstar Systems $LSTR (+0.82%)
Dover Corporation $DOV (+1.43%)
Alimentation Couche-Tard $ATD (-1.58%)
ASML $ASML (+1.87%)
Infineon Technologies $IFX (+6.2%)
Sherwin-Williams $SHW (+0.31%)
Tencent $700 (-0.81%)
Microsoft $MSFT (+2.08%)
S&P Global Inc. $SPGI (+1.7%) or Moody's Corp. $MCO (+1.38%)
Visa $V (-0.19%) or Mastercard $MA (+0.47%)
Ferrari $RACE (+3.38%)

Which stocks do you have on your watchlist?

#aktien
#watchlist
#crash
#stock
#market

$LIN (-0.76%)

A global leader in industrial gases and engineering, has announced an 8% increase in its quarterly dividend to $1.50 per share.

The Board of Directors confirmed the increase today, continuing a 33-year tradition of consistent quarterly dividend growth.

With a current dividend yield of 1.21% and an annual dividend of USD 5.56 per share, Linde is consolidating its position as a reliable dividend payer.

Shareholders entered in the share register on 13.03.2025 will receive the dividend on 27.03.2025.

This announcement underscores Linde's commitment to shareholder returns and financial stability.

With revenues of USD 33 billion in 2024 and an impressive EBITDA of USD 12.75 billion, the company demonstrates robust financial health. A gross margin of 48.06% and strong cash flows, easily cover interest payments

Linde has a strong presence in diverse industries, including chemicals and energy, food and beverage, electronics, healthcare, manufacturing, and metals and mining.

Linde's portfolio of products and services is essential for many applications that contribute to a more productive world. These include the production of clean hydrogen and carbon capture systems - key technologies for the energy transition - as well as medical oxygen and specialty gases for the electronics industry.

The company also offers advanced gas processing solutions that drive customer growth, increase operational efficiency and reduce emissions.

The dividend increase is based on a press release and reflects Linde's financial performance and strategic initiatives to strengthen and expand its market position. While the continued dividend growth is noteworthy, investors should consider it as one of many factors when evaluating Linde's financial health and future prospects.

Linde's commitment to innovation and sustainability, particularly in the areas of decarbonization and environmental protection, is in line with current global trends towards clean energy and responsible corporate governance.

The company's ability to adapt and provide high-quality solutions for different sectors consolidates its position as a key player in the industrial gases market. According to InvestingPro data, the company has a moderate debt level with a debt-to-equity ratio of 0.57. Analysts have set price targets between USD 381 and USD 540, underlining the confidence in Linde's business model.

$LIN (-0.76%)

Linde announced that its Board of Directors has approved an 8% increase in the company's quarterly dividend to $1.50 per share. This is the 32nd consecutive year that the quarterly dividend on the company's ordinary shares has been increased.

$LIN (-0.76%)

Linde, the world's largest industrial gases group, is saving against the sluggish economy.

At 33.0 billion dollars, turnover came to a standstill in the past year. Adjusted for currency effects, it rose by two percent, as the American-German company announced on Thursday in Woking, UK.

Adjusted operating profit nevertheless rose by seven percent to 9.7 billion dollars.

CEO Sanjiv Lamba spoke of a "challenging environment" in which Linde had shown its resilience.

The global economy had weakened and Linde was suffering from currency effects in particular.

However, with earnings per share of 15.51 dollars, Linde exceeded its earnings target, which was narrowed down to the lower half of the forecast (15.40 to 15.60 dollars) in the fall. For the current year, Lamba expects earnings growth of eight to eleven percent to 16.15 to 16.55 dollars, adjusted for currency effects.

Hi, I want to use Sunday to ask you for your opinion on my portfolio. I'll give you my reasons for the positions briefly and concisely.

About myself. I'm 25 years old and am studying to become a mechanical engineer. That's why I'm currently holding a large cash position to bridge my time at school. The money will be invested once I have finished. I have only been more stable in my strategy for a year and made the typical beginner mistakes before that. I also hope to beat the market with my shares, but have been proven wrong in recent years. That's why I'm starting to build up a core.

For the rest, I am focusing on companies with a strong balance sheet and want to overweight the tech sector

$AMZN (+3.74%) I have due to the broad positioning. They have strong growth and, with AWS, an excellent market position in a future-oriented sector

$GOOGL (+5.72%) is for me one of the strongest companies in the world, they have an almost monopoly-like position in some areas

$ASML (+1.87%) an absolute monopolist in the chip sector, here I am betting on the blade manufacturer because I understand the system itself. I can't predict who will be ahead of the chip manufacturers in a few years' time. However, it won't work without the machines from Asml

$$UNH (-1.28%) has excellent growth opportunities in the USA as many people there do not yet have health insurance

$NOVO B (+1.43%) I bought with the view that diabetes cases will unfortunately increase worldwide and the weight loss injection sector will also continue to grow. It's just easier to take injections than to change your life fundamentally.

$CRWD (+6.51%) I see one of the strongest future sectors in the world. I picked them up when they crashed, because you can see in which areas they are involved everywhere. Without the crash I would have bought a sector ETF here.

$LIN (-0.76%) I expect the industrial gas sector to continue to grow steadily in the future. In addition, there is only one serious competitor in this market. I am not expecting a growth rocket here, but a stable anchor in the portfolio

$MC (+0%) Luxury always works and I think LVMH is well positioned here. Hermes would have been my other candidate, but it is too expensive for me.

$IWDA (+1.3%) I have been running a savings plan for a few months as I only really had a plan for how I wanted to invest about a year ago. It should become my core in the future, as you can clearly see that I have not been able to outperform the indices in recent years. Current savings rate is 500€

$BTC (+0.36%) I consider this to be future-proof after the Etfs and the announcements from various countries. This is also saved monthly with €75.

On the watch list would be stocks like:

$MSCI (-1.07%)

$MSFT (+2.08%)

$NET (+4.95%)

$UBER (+5.15%)

I look forward to constructive opinions and suggestions.

First position opened, tranche 2 and 3 will follow if it goes even lower.

Let's see what happens.