I closed two historical positions:

• $BTI (-1.01%) with a gain of +66%
• $MMM (-0.33%) with a gain of +50%

With the freed capital I opened new positions on Target ($TGT (+0.26%) ) and Merck ($MRK (+1.04%) ), to continue diversifying and target sectors that I see as solid in the medium to long term.

📈 Always with the idea of growing the portfolio in a balanced and sustainable way.

After 3M halved the dividend and the position became too large in percentage terms, I decided to sell and shift into the $TDIV (+0.18%) and shift into the

The industrial group $MMM (-0.33%) exceeded market expectations in the second quarter of 2025 - at least in terms of turnover and profit:

• Turnover: USD 6.34 billion
• → Expectation: USD 6.10 billion
• → +1,4 % compared to the previous year, 4% above estimates
• Adjusted earnings per share (EPS): USD 2.16
• → Expectation: USD 2.01
• → 7.4 % above expectations

📈 Management has raised the annual forecast for adjusted earnings to USD 7.88 per share (mean value) - a slight increase of 1,6 %.

But there are also downsides:

• Operating margin: 18 % (previous year: 20.3 %)
• Free cash flow:
  USD -1.16 billion (previous year: USD +1.17 billion)
• Organic sales growth: +1.5% YoY (constant year-on-year)

📌 Market capitalization: USD 85.59 bn

💬 Conclusion: 3M delivers solid sales and earnings figures, but the negative free cash flow and falling margin raise questions. The share remains exciting - especially for long-term investors.

My YouTube channel for stock analysis: www.youtube.com/@Verstehdieaktie

As the earnings season starts again, here is a summary of the most important figures next week.

$JPM (-0.04%)
$C (+0.06%)
$WFC (+0%)
$BLK (-0.79%)
$JNJ (+0.16%)
$GS (+0.04%)
$BAC (+0.29%)
$AA (-0.04%)
$ASML (+3.28%)
$PLD (-0.21%)
$UAL (+0.09%)
$KMI (-0.18%)
$PEP (-0.02%)
$ABT (+0.67%)
$Netflix
$TSM (+0.3%)
$USB (-0.15%)
$IBKR (-0.37%)
$AXP (-0.1%)
$MMM (-0.33%)

Hi folks ,

I would like to add more stocks to my portfolio and would appreciate your opinion and vote. Which company/sector do you think is missing? And no, I'm not looking for ETF advice😂.

Also, I've been on the stock market since 2021 and have invested around €80,000 in the last 12 months.

The following stocks are available:

$MMM (-0.33%) - $3350 (+5.49%) - $1211 (+3.26%) - $UNH (+0.19%) - $KER (+0.36%) - $PEP (-0.02%) - $DJT (+0.28%)

I look forward to your opinion!

$JNJ (+0.16%)

The ongoing lawsuits over allegedly carcinogenic talcum powder products have put Johnson under pressure.

A US federal judge has refused to resolve the matter via insolvency proceedings.

The financial risk at Johnson is high, new uncertainty in the strategic direction.

Johnson the new Bayer $BAYN (+0.21%) and 3M $MMM (-0.33%) ?

Bottomless pit, the share has been in a volatile downward trend since 2022. Once again, the upper boundary line was not broken.

In this video I react to the current HKCM video on the $MMM (-0.33%) 3M stock and its valuation using the wave method. I then present my own analysis of 3M stock using Stockfinder and Aktien.Guide. What to expect: Reaction to HKCM video: My take on the wave method and its application to 3M stock. Own analysis: Detailed evaluation of 3M shares with a focus on current key figures, share price performance and future prospects.

Steady Lounge: Insight into exclusive content and community exchange. Stay tuned for in-depth insights and my personal opinion on 3M stock!

Best regards,

Angelo from Finanzen Anders

Annotation:

The majority of the GQ community is really great.

Unfortunately, there are a few "mimimis", "sheriffs", "bored", "envious", etc. who complain that I include links to my respective YouTube video.

It just so happens that my main channel is YouTube. I'm not going to write huge treatises and post them here when I can do the whole thing in short videos.

I would like to offer this link as a service to anyone who is interested:

Everyone else, you are free people, you don't have to get upset, attack me, etc. - block me and enjoy your life.

Kann diese Aktie wirklich 5x steigen? Reaktion auf HKCM - YouTube

As I sold everything shortly before the Trump madness, I currently have around 250,000 euros in cash in my call money account.

I currently only have 20k in $MMM (-0.33%) invested.

What would you recommend? Investment horizon 100k long term, I need 100k soon, 50k rather medium term (5 years)