Atlas Copco $ATCO B (-0.5%)
BAE Systems $BA. (-1.01%)
Rollins $ROL (-1.27%)
Cintas $CTAS (-3.63%)
Waste Management $WM (-1.55%)
Parker Han$PH (-9.08%)
Which companies do you see as particularly promising for a long-term investment?
Posts
12Atlas Copco $ATCO B (-0.5%)
BAE Systems $BA. (-1.01%)
Rollins $ROL (-1.27%)
Cintas $CTAS (-3.63%)
Waste Management $WM (-1.55%)
Parker Han$PH (-9.08%)
Which companies do you see as particularly promising for a long-term investment?
How would you get started with $PH (-9.08%) ?
Worth buying despite high valuation?
Due to my own inattention or incompetence, I will liquidate the positions except for gold and BTC.
Why? I only realized today that this taxation of unrealized gains on ETFs is actually coming into force.
In order to replicate the performance of Info Tech and Defense as closely as possible (I still want to exclude Mag 7 and the savings plan options also limit me slightly), I am betting on these stocks (all are equally weighted):
My ETF portfolio
Only completed this month, so the gains and losses are perhaps a little strange.
The Information Tech ETF serves to invest as focused as possible in all the compounders, I would generally prefer the equal weight variant, but unfortunately it is not yet available in Europe as far as I know. The VanEck ETF is intended to protect the portfolio somewhat from geopolitical risks, and the companies are also quite interesting and all have the state as a major customer, either directly or indirectly, which I think is a very good addition. Weighting is around 55% at the beginning and will be rebalanced as soon as the equities exceed the 80-85% threshold. In this way, I hope to take as much upside as possible and leave the equity area largely unhindered.
The 22% weighting is based on the post from dear @Epi regarding gold.
Like gold, the combination of bonds is intended to take out some volatility and provide an alternative cash position. However, I am considering possibly exchanging the 1-3 year bonds for BTC.
In view of the US elections, the question arises: could Trump's return actually boost the industry? After all, his policies could focus heavily on infrastructure, deregulation and energy.
Which stocks do you think are best positioned in this scenario?
My personal favorites for 'Trump trades' in this regard would be:
Caterpillar (construction equipment & infrastructure) $CAT (-8.01%)
Parker Hannifin (industrial components & automation) $PH (-9.08%)
Tetra Tech (engineering services, especially for water projects) $TTEK (-5.86%)
I am looking forward to your assessments!
Hi everyone, this week I was looking to expand my dividend stocks and came across $PH (-9.08%) I came across. The last dividend cut was in 1997, since then it has been increased every year. The share price performance also looks very nice and the P/E ratio still acceptable. Do I not see the catch in the company right now?
I would be very pleased to hear your experience / opinion.
Best regards
Out with the critters and into the $HMWO (-5.83%)
All securities have been sold:
Reason: Due to time constraints away from individual stocks and towards ETFs
Easier said than done: You have put time and effort into the analysis and have gone through ups and downs with them.
It's hard for me, but well, it doesn't help
Aristocrat again with good figures
$PH (-9.08%) picks up where they left off
Adjusted quarterly profit
Quarterly sales
$PH (-9.08%) Delivers super figures and has raised its earnings forecast
Adjusted quarterly profit
Quarterly revenue
Expected profit for the year
The aerospace systems business has $PH (-9.08%) quarterly revenue growth of an incredible 90% to $1.30 billion.
Are any of you also invested in $PH (-9.08%) invested?
$PH (-9.08%) Delivers super figures and has raised its earnings forecast
Adjusted quarterly profit
Quarterly revenue
Expected profit for the year
The aerospace systems business has $PH (-9.08%) quarterly revenue growth of an incredible 90% to $1.30 billion.
Are any of you also invested in $PH (-9.08%) invested?