Ecolab

Last major acquisition this year

$LIN (+0.54%)
$ECL (+0.57%)
$ABBV (+1.12%)

From now on only 2 standing orders

On the one hand $VWCE (+0.17%) and $ETN (-0.22%)

$ECL (+0.57%) Ecolab dividend increase

Ecolab has increased its dividend for the 33rd time. This time by a good 14%

https://de.investing.com/news/company-news/ecolab-erhoht-dividende-um-14-und-markiert-33-jahr-in-folge-mit-steigerungen-93CH-2802807

Over the last few days I have been busy sorting out shares again and have now reduced my positions from 77 to 65.

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True to the motto: "With a heavy heart I am selling my rusty used car", the following positions have left my portfolio these days.

$GME (+2.79%) with -6.22% 🤓

$MO (+0.78%) +6,78%

$SYK (+1.48%) +0,32%

$KDP (-1.18%) +14,62%

$CL (-1.99%) +12,32% 😢

$ECL (+0.57%) +5,22%

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However, two should follow immediately. 😜 Yes, the goal is actually to reduce stocks and not add any new ones. But these two simply fit perfectly into my growth strategy, namely $WALMEX* (+0%) & $MELI (+2.5%) In addition, -6 + 2 still makes -4, which is a WIN WIN situation.

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But unfortunately I can't get into the 2 stocks. With $MELI (+2.5%) I want to wait, as it is very highly valued and I see a certain downside potential in the next few weeks. With $WALMEX* (+0%) I have a limit order at €2.59, but I can't get in. Although the price has already fallen below it yesterday and today. The problem is that Trade Republic has a spread of 18-24 cents per Walmex share, i.e. almost 10% 😨

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Good evening everyone,

The first steps have been taken. I sold the following shares today:

$KMB (-0.62%) A weak underperformer that operates in a business sector with a poor stomach.

I simply don't see any significant growth opportunities here over the next few years. I'd rather put the money into my broadly diversified world ETF or other investments. I got out with just under +10 %.

$PAYX (+0.65%) Out with around 6.5 % and the reasons for the sale are largely the same as for Kimberly-Clark.

$MSTR (+8.98%) After the rapid rise of the last few weeks, this has become too risky for me. I got out after a short holding period with around 28%.

In addition, the correlation with Bitcoin is very strong. And I'd rather hold my own $BTC (-1.08%) . From another perspective, if the value of the Bitcoin held is roughly half the market capitalization and you ignore the high level of debt, I still don't know where the other half of the market capitalization comes from.

The dividend aristocrat Procter & Gamble was actually also on the hit list for today $PG (-1.24%) Ecolab $ECL (+0.57%) and Colgate $CL (-1.99%) . I'm still not 100% sure about these, hence the vote. I would like to take a closer look. I was particularly fascinated by the 12m chart for Colgate. It looks as if a child has drawn a straight line from bottom left to top right. It's similar with Ecolab, where they have made around 45% in twelve months with dividends. (With Colgate around 40 %)

What happens next? The portfolio will be further reduced/concentrated. The BDCs are high on the hit list $ARCC (+0.78%)
$MAIN (+0.27%)
$HTGC (+0.38%)

REITs, on the other hand, can stay, as they currently have strong momentum and could benefit from falling interest rates. The only one I'm not quite sure about yet and would like to take a closer look at fundamentally when the opportunity arises is $STAG (+1.53%)

I think I will sell the following titles:

$NVDA (+2.01%)

$AAPL (+1.34%)

$MSFT (-1.05%)

$TSLA (-4.58%)

$LLY (+1.78%)

$BRK.B (+0.07%)

These stocks are very heavily represented in the MSCI World. This reduces cluster risk and frees up capital for speculative growth stocks.

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The REITs remain for the time being as they have positive momentum and will benefit strongly from future interest rate cuts.

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$MRK (-1.77%)

$PFIZER

$JNJ (+0.03%)

Flying out as I don't understand the industry well enough.

$HIMS (-1.68%) remains, on the other hand.

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$KMB (-0.62%)

$ECL (+0.57%)

$CL (-1.99%)

$PG (-1.24%)

$KDP (-1.18%)

$WM (-0.32%)

Defensive stocks are out, as no excess return is to be expected here.

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$AMD (-0.35%) and $INTC (+1.8%) These are my turnaround candidates, as soon as this is completed, they are out

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The following titles are also on the hit list:

$SCI (-1.71%)

$DGE (-0.46%)

$ASSA B (-0.6%)

$PAYX (+0.65%)

$BMY (+0.75%)

$ABBV (+1.12%)

$IBM (-0.87%)

$CVX (+0.4%)

$OXY (+5.16%)

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What do the more experienced among you say? Are there any titles on my list that are worth keeping? Do you see any gross misjudgments? Do you have any suggestions for improvement?

Thanks in advance.

New ATH

$ECL (+0.57%)

Still convinced of the investment 😁

$ECL (+0.57%)

Yay. Bill Gates shares @work again 🥹

Quarterly figures exceeded 😁

Water - chemistry in everyday life

Today a topic is announced, which stood above all by Nestle $NESN (-0.19%) in the last few months. But even on hot summer days, our livelihood and the business behind it are discussed again and again.

What was with Nestle?

Nestle is almost permanently in the criticism. I expressly ask that the activities and personal opinions under the post not be made known. The business unit "Nestle Waters" operates production sites in about 34 countries, for example for the table water "Pure Life". The criticism behind this refers to the production sites in areas where there is traditionally a shortage and, in accordance with pumping, the groundwater level is further lowered. I will leave it open whether Nestle is primarily to blame in this respect. In any case, it is important to remember that water licenses are officially sold to Nestle in all countries. Nevertheless, some YouTubers have realized that they can generate a lot of attention and money by denouncing international corporations. I hope at least that they will think about this in the future when they enjoy their Wagner pizza or their Kitkat in live streams. Otherwise, that would be tantamount to a double standard ...

Whatever one may think about it. There is definitely a danger of nationalization in the event of water shortages at private waterworks. Therefore, I would generally exclude an investment in this respect. In drinking water treatment, however, one cannot do without the private sector. The uses of the individual products are too varied for them to be used specifically for water.

But what is the situation in Germany?

Based on the Food Act, Germany has the Drinking Water Ordinance. The aim of the ordinance is to protect human health and to ensure quality and purity. Since the 2012 update, the problems of legionella have also been taken into account. The suppliers are responsible for this.

More precisely defined are the data in the annexes of the Drinking Water Ordinance itself. https://www.gesetze-im-internet.de/trinkwv_2001/BJNR095910001.html

But how do I now manage to make water usable?

Of course, this depends first and foremost on your regional origin. Water always has different quality classes and must be processed differently accordingly. According to the German Federal Environment Agency, almost 63% of drinking water comes from groundwater. Significant differences exist, however, especially in the east/west comparison. The irregular and ruthless planned economy of the former GDR has left its mark on the environment even today. In general, however, there are always strong impairments along the industrial metropolises. While the Saale, Oder, Ruhr and Ems rivers in particular bear the marks of industrialization, the soils around the chemical sites of central Germany in particular are still heavily impaired. I have taken corresponding accusations from the Water and Soil Atlas.

But why this huge introduction now?

Both in the air and in the soil we have countless impurities or even toxic particles. These are washed out by rain, get into the soil and thus ultimately into the groundwater.

In the course of this, suitable methods must now be found to maintain our drinking water quality.

Basically, we have the possibility to separate the substances from the water mechanically, thermally or chemically.

How does this work?

Due to the difference in regional water qualities, drinking water treatment must of course always be considered very specifically. Nevertheless, chemical treatment with ozone is always the first step. The treated drinking water is then fed into the public network via mechanical separation stages, such as sedimentation and filtration, through to chemical separation with regard to the degree of flocculation and pH value regulation. Samples are regularly taken by the authorities and tested in independent laboratories.

But who benefits from drinking water treatment?

From a personal point of view, I consider the investment in a private drinking water producer, such as Nestle or Danone, as risky. $BN (-0.7%) as risky. One can be denounced too much in the public perception and the more likely a discontinuation of the table water can become. Furthermore, especially in countries where there are shortages, one may well expect nationalization of the production and treatment facilities.

In addition, there are lucrative and promising opportunities for participation in the suppliers.

An investment in the treatment of drinking water can necessarily be linked to the treatment of wastewater.

The most prominent representatives of the private sector in this regard are American Water Works $AWK (+1.09%) , known as the dividend king. In direct competition, if one can call it competition at all, is Essential Utilites, but also United Utilites. $WTRG (-0.11%) but also United Utilites $UU. (-1.56%) in Great Britain.

On the German market, by the way, Veolia $VIE (+1.01%) with its subsidiary Veolia Water dominates the German market. It holds countless stakes in municipal waterworks. All in all, according to its own website, it supplies about 5 million people in Germany with drinking water and processes their wastewater.

Apart from direct drinking water processing, there are also very lucrative suppliers of drinking water solutions and quality assurance. The best known example is probably Xylem $XYL (+0%) . In addition to fluid technology, which includes pump construction and other equipment, the analytics division is a sunshine for investors. The broad range covers the entire field of water analysis. This means that the company does not only participate in municipal water systems, but also in industrial customers who are subject to legal requirements. It is almost impossible to find a direct competitor that is so broadly positioned in this segment.

However, if you want to give it a try, KSB's pumps division is $KSB (+1.57%) is very representative in Europe. Whereas in the USA, IDEX $IEX (+0.39%) can offer an alternative in the field of technical pumps.

But also in the field of chemical water and wastewater treatment, some companies have specialized.

Ecolab $ECL (+0.57%) , better known for cleaning agents and disinfectants, has been owned by Nalco Water since 2011. The focus here is on water and wastewater treatment additives, which are also part of any drinking water processing. Notable among these are slime solvents for biocides and legionella, as well as corrosion protection additives and hardness stabilizers.

Another particular competitor is DuPont $DD (-0.03%) . In particular, the "Water & Protection" division. The focus here is on special resins that can adsorb specific substances from water and also filter them. Depending on the sourcing, this extends into the nano- and ultrafiltration range. Ion exchangers can also be used to ensure higher water purity.

Have you used water today? Then you have probably already come into contact with one of these representatives.

Servus my dears ✌️☺️

Social Media , curse and blessing at the same time 😁 on the one hand you can exchange experiences and on the other hand there are people who know everything better and are clairvoyants and can tell you 100% with which strategy you will achieve the best return 😂

Since there has been in recent times at getquin again and again propaganda against the dividend strategy😁 and today #dividendsthursday I wanted to summarize my aristocrats and possible candidates for the future where I myself am invested. ☺️👍

If you discover the dividend strategy for yourself then it is important to buy shares that annually increase the dividend or at least not lower, and there are 80% actually only stocks from the USA in question 😁👍

My Aristocrats ☺️👍

Consumption

Coca-Cola $KO (-0.4%)

• Dividend yield 2.80%
• Increasing for 61 years
• Pay-out Free-CF 86%

Procter & Gamble $PG (-1.24%)

• Dividend Yield 2.38
• Increases for 67 years
• Pay-Out Free-CF 74.6%

Colgate-Palmolive $CL (-1.99%)

• Increases for 60 years
• Dividend Yield 2.46
• Pay-Out Free-CF 84.8%

Kimberly-Clark $KMB (-0.62%)

• Dividend Yield 3.24
• Increasing for 51 years
• Pay-Out Free-CF 68%

Diageo $DGE (-0.46%)

• Dividend yield 2.10%
• Increases for 36 years
• Pay-Out Free-CF 85.7%

Altria $MO (+0.78%)

• Dividend Yield 7.97%
• Increases for 53 years
• Pay-Out Free-CF 82.7%

British American Tobacco $BATS (-0.24%)

• Dividend Yield 7.36
• Increases for 25 years
• Pay-Out Free-CF 59.7%

McDonald's $MCD (-0.31%)

• Dividend Yield 2.00%
• Increases for 47 years
• Pay-Out Free-CF 113.5%

Finance

Franklin Resources $BEN (+2.02%)

• Dividend Yield 4.51
• Increasing for 32 years
• Pay-Out Free-CF 41.1%

T. Rowe Price $TROW (+1.25%)

• Dividend Yield 4.44
• Increasing for 37 years
• Pay-Out Free-CF 52.7%

Old Republic $ORI (+0.52%)

• Dividend Yield 7.86%
• Increases for 42 years
• Pay-Out Free-CF 50.1%

Aflac $AFL (+0.82%)

• Dividend yield 2.48%
• Increases for 40 years
• Pay-Out Free-CF 26%

Pharma/Healthcare

Johnson & Johnson $JNJ (+0.03%)

• Dividend yield 2.78
• Increasing for 61 years
• Pay-out Free-CF 85.3%

Energy/Oil

Chevron $CVX (+0.4%)

• Dividend yield 3.48
• Increasing for 35 years
• Pay-out Free-CF 28.4%

Consolidated Edison $ED (+0.47%)

• Dividend Yield 3.21%
• Increases for 49 years
• Pay-Out Free-CF 100%

UGI Corporation $UGI (+0%)

• Dividend Yield 4.34%
• Increases for 36 years
• Pay-Out Free-CF 125.2%

Real Estate

Realty Income $O (+1.22%)

• Dividend Yield4.89%
• Increasing for 28 years
• Pay-Out Free-CF 77.3%

National Retail Properties $NNN (-0.16%)

• Dividend Yield 5.18%
• Increases for 33 years
• Pay-Out Free-CF 68.3%

W.P. Carey $WPC (+0.65%)

• Dividend Yield 5.91%
• Increases for 27 years
• Pay-Out Free-CF 99.1%

Essex Property Trust $ESS (-0.15%)

• Dividend Yield 4.33%
• Increases for 28 years
• Pay-Out Free-CF 58.4%

IT

IBM $IBM (-0.87%)

• Dividend yield 5.24
• Increasing for 27 years
• Pay-out Free-CF 64.2%

Industry

3M $MMM (+1.06%)

• Dividend yield 5.80%
• Increasing for 65 years
• Pay-out Free-CF 81.4%

Air Products and Chemicals $APD (+0.04%)

• Dividend yield 2.31
• Increased for 41 years
• Pay-Out Profit 62.8%

Caterpillar $CAT (+0.86%)

• Dividend yield 2.22
• Increases for 29 years
• Pay-Out Free-CF 48.4%

Ecolab $ECL (+0.57%)

• Dividend yield 1.28%
• Increases for 36 years
• Pay-Out Free-CF 55.3%

Stanley Black $SWK (+2.62%)

• Dividend Yield 4.13%
• Increases for 56 years
• Pay-Out Free-CF 100%

Emerson Electric $EMR (+0.81%)

• Dividend Yield 2.51%
• Increases for 66 years
• Pay-Out Free-CF 51.6%

Archer-Daniels-Midland $ADM (+1.28%)

• Dividend Yield 2.14%
• Increases for 48 years
• Pay-Out Free-CF 55.2%

Nucor $NUE (+0.42%)

• Dividend yield 1.40%
• Increases for 31 years
• Pay-Out Free-CF 7.6%

Leggett & Platt $LEG (-1.9%)

• Dividend Yield 5.68
• Increases for 52 years
• Pay-Out Free-CF 70.1%

Utilities

Essential Utilities $WTRG (-0.11%)

• Dividend yield 2.62
• Increasing for 31 years
• Pay-out Free-CF 100%

Logistics

C. H. Robinson $CHRW (-1.23%)

• Dividend yield 2.51
• Increasing for 26 years
• Pay-Out Free-CF 17.6%

Future potential aristocrats

Apple $AAPL (+1.34%)

• Dividend yield 0.56%
• Increasing for 10 years
• Pay-Out Free-CF 15.1%

Microsoft $MSFT (-1.05%)

• Dividend Yield 0.88%
• Increases for 19 years
• Pay-Out Free-CF 33.8%

Broadcom $AVGO (+0.31%)

• Dividend Yield 2.82%
• Increases for 11 years
• Pay-Out Free-CF 44.3%

Qualcomm $QCOM (+2.48%)

• Dividend Yield 2.63%
• Increases for 19 years
• Pay-Out Free-CF 42.1%

Texas Instruments $TXN (-0.01%)

• Dividend Yield 2.91%
• Increases for 19 years
• Pay-Out Free-CF 99.6%

Kellogg $K (-0.77%)

• Dividend Yield 3.43%
• Increases for 18 years
• Pay-Out Free-CF 69.1%

Verizon $VZ (-0.62%)

• Dividend Yield 7.04%
• Increases for 18 years
• Pay-Out Free-CF 71.2%

MetLife $MET (+1.61%)

• Dividend Yield 3.39
• Increases for 10 years
• Pay-Out Free-CF 13.7%

Starbucks $SBUX (-1.55%)

• Dividend Yield 1.83%
• Increased for 12 years
• Pay-Out Free-CF 63.2%

KDDI $9433 (+0.49%)

• Dividend Yield 3.24
• Increases for 20 years
• Pay-Out Free-CF 21.5%

Pfizer $PFE (+1.49%)

• Dividend Yield 4.17%
• Increases for 12 years
• Pay-Out Free-CF 30.8%

Bristol-Myers Squibb $BMY (+0.75%)

• Dividend Yield 3.26%
• Increases for 15 years
• Pay-Out Free-CF 39.4%

JPMorgan $JPM (+1.21%)

• Dividend Yield 2.96%
• Increases for 12 years
• Pay-Out Free-CF 29.1%

Visa $V (-0.14%)

• Dividend yield 0.72%
• Increases for 14 years
• Pay-Out Free-CF 19%

Nike $NKE (-6.85%)

• Dividend Yield 1.04%
• Increases for 20 years
• Pay-Out Free-CF 53.1%

Lockheed Martin $LMT (+0.94%)

• Dividend Yield 2.51
• Increases for 20 years
• Pay-Out Free-CF 47.4%

Home Depot $HD (+1.1%)

• Dividend Yield 2.70%
• Increases for 12 years
• Pay-Out Free-CF 69%

Oracle $ORCL (-0.32%)

• Dividend Yield 1.45
• Increases for 13 years
• Pay-Out Free-CF 51.7%

Waste Management $WM (-0.32%)

• Dividend yield 1.62%
• Increases for 19 years
• Pay-Out Free-CF 55.9%

Union Pacific $UNP (+0.81%)

• Dividend Yield 2.72%
• Increases for 16 years
• Pay-Out Free-CF 58.6%

BlackRock $BLK

• Dividend Yield 3.02%
• Increases for 13 years
• Pay-Out Free-CF 60.7%

What aristocrats do you have in your portfolio that I haven't mentioned here yet and which stocks do you see a chance to become an aristocrat in the future?

Thanks a lot ✌️☺️

Source:

https://aktienfinder.net/