I have now decided to reallocate the European stocks. The money is now flowing into Vertex Pharmaceutical $VRTX (-0.44%) and Cintas $CTAS (+0.17%) and my ETF $SPYI (+0.26%)

Could not resist. 🥹

$CTAS (+0.17%) falls brutally after good figures and earnings!

Do you also find the share interesting at the moment?

Earnings next week.

Not much will happen before the holidays.

$RCAT
$GIS (-1.28%)
$MU (+2.58%)
$LEN (-1.16%)
$ACN
$CTAS (+0.17%)
$DRI (+1.58%)
$PAYX (+0.65%)
$NKE (-6.85%)
$FDX (-8.08%)
$CCL (+4.78%)

But very interesting companies that might be found in one or the other portfolio here.

A successful week before the holidays.🙋🏼‍♂️

Earnings next week 🗓️

$MU (+2.58%)

$NKE (-6.85%)

$CCL (+4.78%)

$FDX (-8.08%)

$RCAT

$ACN

$BB (+17.17%)

$LEN (-1.16%)

$DRI

$CTAS (+0.17%)

$MAMA

$FDS (-1.1%)

$GIS (-1.28%)

$HEIA (-1.33%)

$ABM (-2.43%)

$WGO (-4.5%)

$AMTM

$BIRK (+4.23%)

$REE

$TTC

$CAG

$AVO (+3.83%)

$MLKN (-3.6%)

$PAYX (+0.65%)

$KMX (-2%)

$FCEL

$SCHL (-12.44%)

$SCS

$WS (+4.39%)

$LW (-1.58%)

$QIPT

$CMP

$MITK (+2.05%)

$JBL (+2.38%)

$EPAC (-2.54%)

$OGI

$RICK (-0.73%)

$CTAS (+0.17%) Why is it down almost 8 percent today?

Hellas Investment Community,

How do you deal with companies that convince you of their business model but run permanently?

Notable mentions:

$FICO (+1.63%)

$CTAS (+0.17%)

$MCO (+0.31%)

$SPGI (+0.02%)

$COST (-1.09%)

I've been watching all these companies for some time now and I'm seeing them run away from me.

Valuation-wise they are getting more and more expensive and were already extremely expensive at the time of first contact. Every time I analyze them, I decide not to buy them only to see them gain another 20% a few months later.

How do you approach such companies? How do you value them? How do you fight your FOMO here?

Good return and best regards from Vienna

Good morning,

I haven't had any individual stocks in the last 10 years, but have now decided to invest in 10 stocks again. I have already chosen 9 of them, one is still missing. Perhaps someone can give me a tip.

I have the following criteria:

-No tech, I have enough of that already

-If possible, no USA. But this is not an exclusion

-Dividend doesn't matter

-Investment horizon > 10 years

Here are the 9:

$LOTB (+1.69%)

$CTAS (+0.17%)

$LIN (+0.54%)

$8001 (-0.17%)

$RMS (+0.75%)

$LMT (+0.94%)

$V (-0.14%)

$BRK.B (+0.07%)

$BLK

If there are any concerns about the nine, I will gladly take some out again

Update: @RealMichaelScott Someone has asked in the comments for the reasoning behind my selection so far. I'd like to answer that here:

There are a few more smart criteria that fit my preferences and gut feeling. These would be:

I like stocks with long-phase linear growth, see $CTAS (+0.17%) in the last 12 months and $8001 (-0.17%) . $LOTB (+1.69%) is one of the best stocks in the world in my opinion. Exponential growth will certainly turn around at some point, but I don't like cyclicals. I also value positive free cash flow. I am not interested in P/E ratios (for whatever reason). Another reason is diversity with the 10 stocks, I'm not sure yet. $LIN (+0.54%) was and would still be the only DAX stock that makes it to me. I would have gladly done without Armor, but unfortunately it will be part of the next 10 years, so $LMT (+0.94%) . I'm also looking for stocks that closed 2020 and 2022 on a positive note.

$BRK.B (+0.07%) is somehow part of such a portfolio:-), I'm not sure about $V (-0.14%) I'm not sure about. Thanks for the suggestions on medical+health, that's definitely still missing. I still have doubts about energy. Due to the climate problem, I don't know where the journey will take us.

Update 2: Thanks for all the good suggestions. I took advantage of the bad weather and the window day today and have now made my decision:

$BLK (+0.12%) flies out again, $V (-0.14%) stays

Instead there are 2 new ones from your suggestions:

$CAT (+0.86%) and $NOVO B (-17.74%)

So it looks like this:

$LOTB (+1.69%)

$CTAS (+0.17%)

$LIN (+0.54%)

$8001 (-0.17%)

$RMS (+0.75%)

$LMT (+0.94%)

$V (-0.14%)

$BRK.B (+0.07%)

$CAT (+0.86%)

$NOVO B (-17.74%)

I did a backtest from 1.1.2020, all equally weighted

Average annual return: 24.32%

Total return approx. twice as high as the S&P ETF $CSPX (+0.32%)

In the difficult years 2020 and 2022 each over 13% plus

10k became 28.5k with dividends in the 4.5 years

Nice linear progression over the entire term:

But unfortunately: forecasts are difficult, especially when they concern the future!

$CTAS (+0.17%) has raised its annual forecasts with the publication of its quarterly results.

Source: Reuters.com

"Cintas Corp on Wednesday raised its profit and revenue forecasts for the year, betting on robust demand for its products ranging from rental uniforms and cleaning supplies to first-aid and safety kits.

While overall job growth in the U.S. slowed in June (link), hiring continued in sectors such as healthcare and government agencies, according to the Department of Labor's Bureau of Labor Statistics report.

This increase in employment helped boost the company's revenue in the first quarter, as Cintas provides uniform rental services to these sectors.

Cintas forecasts annual revenue in the range of $10.22 billion to $10.32 billion, compared to a previous forecast of $10.16 billion to $10.31 billion.

Cintas expects fiscal 2025 diluted earnings per share to be between $4.17 and $4.25, compared to a previous forecast of $4.06 to $4.19.

Analysts on average expected diluted earnings of $4.17, according to LSEG data.

The company's quarterly revenue rose 6.8 percent year-over-year to $2.50 billion, in line with analysts' estimates.

Revenue in its core segment, uniform rental and facility services, rose 5.9 percent in the quarter ended Aug. 31, compared with 7.6 percent a year ago.

The company posted earnings of 1.10 dollars per share, beating estimates of 95 cents.

Cintas, which offers a variety of services and products, including towels, fire extinguishers and flame-resistant clothing, also benefited from cross-selling opportunities in several categories.

At the same time, lower costs for energy, labor and raw materials such as cotton helped the company increase its gross margin by 140 basis points to 50.1 percent in the first quarter."