It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (+1.41%)

Alphabet $GOOGL (-1.34%)

Amazon $AMZN (-0.36%)

ASML $ASML (+0.02%)

Axon $AXON (-2.03%)

Cadence $CDNS (+0.52%)

Constellation Software $CSU (-0.67%)

Crowdstrike $CRWD (-0.45%)

Fair Isaac $FICO (+0.61%)

Hermes $RMS (-2.4%)

Intuit $INTU (+0.36%)

Intuitive Surgical $ISRG (+0.69%)

Mastercard $MA (+1.7%)

Meta $META (+0.27%)

Netflix $NFLX (+3.89%)

Microsoft $MSFT (-0.72%)

Palantir $PLTR (+2.14%)

Tesla $TSLA (+0.65%)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (+0.85%)

Costco $COST (+2.66%)

Ferrari $RACE (+1.57%)

Moody's $MCO (-0.03%)

MSCI $MSCI (+0.94%)

Transdigm $TDG (+0.23%)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+1.78%)

Robinhood $HOOD (+1.71%)

Roblox $RBLX

Shopify $SHOP (+0.64%)

Spotify $SPOT (+3.13%)

The Trade Desk $TTD (+3.78%)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

Airbnb $ABNB (+1.41%)

Amazon $AMZN (-0.36%)

Axon $AXON (-2.03%)

Cadence $CDNS (+0.52%)

Constellation Software $CSU (-0.67%)

Costco $COST (+2.66%)

Crowdstrike $CRWD (-0.45%)

Fair Isaac $FICO (+0.61%)

Ferrari $RACE (+1.57%)

Hermes $RMS (-2.4%)

Hims & Hers $HIMS (+1.78%)

Intuit $INTU (+0.36%)

Intuitive Surgical $ISRG (+0.69%)

Mastercard $MA (+1.7%)

Microsoft $MSFT (-0.72%)

Moody's $MCO (-0%)

MSCI $MSCI (+0.94%)

Palantir $PLTR (+2.14%)

Robinhood $HOOD (+1.71%)

Roblox $RBLX

Shopify $SHOP (+0.64%)

Tesla $TSLA (+0.65%)

The Trade Desk $TTD (+3.78%)

Transdigm $TDG (+0.23%)

Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.

Your opinion?

Drawdowns from the 52-week high:

Nvidia: -20% $NVDA (-1.35%)

Fair Isaac: -23% $FICO (+0.61%)

Synopsys: -26% $SNPS (-0.3%)

Axon Enterprise: -27% $AXON (-2.03%)

ASML: -33% $ASML (+0.02%)

Novo Nordisk: -38% $NOVO B (-7.73%)

Tesla: -42% $TSLA (+0.65%)

Coinbase: -42% $COIN (+2.41%)

Trade Desk: -50% $TTD (+3.78%)

AMD: -54% $AMD (-0.25%)

Have the companies already reached interesting levels for you to enter / buy or are they still too expensive despite the drawdown?

ASML $ASML (+0.02%) (semiconductor equipment)

Visa $V (+0.33%) (payment transactions)

Mastercard $MA (+1.7%) (payment transactions)

Moody's $MCO (-0.03%) (credit ratings)

S&P Global $SPGI (-0.04%) (credit ratings and indices)

Hermès $RMS (-2.4%) (luxury goods)

Fair Isaac Corporation $FICO (+0.61%) (credit scoring)

Coca-Cola $KO (+1.98%) (beverages)

Apple $AAPL (+1.76%) (consumer electronics and technology)

Nvidia $NVDA (-1.35%) (AI and GPUs)

Also also worth mentioningbut not in the top 10:

Transdigm $TDG (+0.23%) (aerospace)

MSCI $MSCI (+0.94%) (financial services)

Cadence $CDNS (+0.52%) (EDA software)

Synopsys $SNPS (-0.3%) (EDA software)

Ferrari $RACE (+0.02%) (luxury cars)

What do you think? Have I forgotten an interesting company / share?

$FICO (+0.61%)

WASHINGTON (dpa-AFX) - Fair Isaac Corp (FICO) has reported first-quarter earnings that beat last year's but missed Wall Street estimates.

The company's profit amounted to 152.53 million dollars, or 6.14 dollars per share. In the previous year, it was 121.07 million dollars or 4.80 dollars per share.

Excluding special items, Fair Isaac Corp. reported adjusted earnings of 143.79 million dollars, or 5.79 dollars per share, for the period.

Analysts on average had expected earnings of 6.08 dollars per share. Analysts' estimates generally exclude special items.

The company's turnover rose by 15.2 percent to 439.97 million dollars in the reporting period compared to 382.06 million dollars in the previous year.

Fair Isaac Corp. earnings at a glance (GAAP):

-Net income: 152.53 million dollars compared to 121.07 million dollars in the prior year. -Earnings per share: $6.14 compared to $4.80 in the prior year. -Sales: USD 439.97 million compared to USD 382.06 million in the previous year.

-Forecast : Profit forecast for the full year: USD 28.58 Sales forecast for the full year: USD 1.98 billion

Copyright(c) 2025 RTTNews.com. All rights reserved

https://www.finanznachrichten.de/nachrichten-2025-02/64466166-fair-isaac-corp-q1-profit-increases-but-misses-estimates-020.htm

These three heavyweights, among others, will publish their quarterly figures in a few minutes after the close of trading:

Google $GOOGL (-1.34%)

AMD $AMD (-0.25%)

FICO $FICO (+0.61%)

I am particularly looking at AMD $AMD (-0.25%) and hope for an optimistic outlook.

What are your expectations? Further falling prices or a turnaround?

I will be paying particular attention to the following companies next week when they publish their quarterly figures:

Palantir $PLTR (+2.14%)

Spotify $SPOT (+3.13%)

Chipotle $CMG (+0.47%)

Alphabet $GOOGL (-1.34%)

Fair Isaac $FICO (+0.61%)

AMD $AMD (-0.25%)

Novo Nordisk $NOVO B (-7.73%)

Roblox $RBLX

Hilton $HLT (+0.79%)

Amazon $AMZN (-0.36%)

Do you also take a closer look here or do you have other companies in mind?

dear getquinner

meanwhile $FICO (+0.61%) 20% away from its ATH

do you still think it is expensive

today there are Q numbers!

Netflix is the first of the major technology companies to report its quarterly results on Tuesday.

Get ready for a crazy next 3 weeks, including these heavyweights:

Intuitive Surgical: $ISRG (+0.69%)

LVMH: $MC (+2.21%)

Meta: $META (+0.27%)

Tesla: $TSLA (+0.65%)

Microsoft: $MSFT (-0.72%)

Fair Isaac: $FICO (+0.61%)

Amazon: $AMZN (-0.36%)

Palantir: $PLTR (+2.14%)

Spotify: $SPOT (+3.13%)

AMD: $AMD (-0.25%)

Novo Nordisk: $NOVO B (-7.73%)

Who do you have your eye on in particular?