Hi guys,
Which stocks are you buying this week?
I took advantage of the dip to do a little shopping, here are my buys:
If it goes under 180$ I'll laso considering buying $WING (-0.91%)
Posts
14Hi guys,
Which stocks are you buying this week?
I took advantage of the dip to do a little shopping, here are my buys:
If it goes under 180$ I'll laso considering buying $WING (-0.91%)
Hi folks,
I'm currently looking for a good fast (casual) food company that is a good place to start. I'm looking for small companies rather than big players like $MCD.
I have in mind especially $WING (-0.91%) and $TXRH (+1.12%)
what do you say?
$WING (-0.91%) bought at 262 euros. Let's see what happens.
Reading time: approx. 6min
INTRODUCTION
A while ago, I came across an interesting thought experiment in an article: "What 5 stocks would you buy right now if you knew you had to hold them for the rest of your life and you weren't allowed to buy any other stocks?"
In the age of €1 order fees and the ability to trade shares virtually around the clock on your smartphone, this is of course not a realistic scenario, but the question was so interesting for me that I thought about which 5 shares I would buy.
I quickly decided on my 5 stocks. I currently hold all five in my portfolio. Similarities between the 5 stocks I had chosen quickly became apparent:
The current valuation level deliberately played no role at all in my decision, as these are, after all, shares that I want to hold for the rest of my life and my investment horizon is therefore at a maximum. In order to be able to benchmark my decision, I decided to set up my own securities account on Getquin and placed these shares in the securities account at €100,000 each. The shares were then entered into the securities account on May 31.
MY 5 SHARES FOR LIFE
1) Visa $V (-1.23%)
Visa is a leader in digital payments, enabling secure and fast transactions worldwide through its extensive network of payment cards and solutions. Almost everyone here has probably paid with a Visa card at least once in their life.
Business model highlights:
Highlights Key financial figures:
Biggest competition:
2) Costco $COST (+0.12%)
Anyone familiar with my previous posts will know that I am 100% convinced by Costco. Costco is a retailer from the USA, but it sets itself apart from traditional retailers with its "retail as a service" business model. In order to shop in one of Costco's numerous department stores, you first have to take out an annual subscription.
Highlights of the business model:
Highlights Key financial figures:
Largest competitor:
3) Microsoft $MSFT (-0.55%)
Similar to Visa, Microsoft probably needs no further introduction to know what an excellent company we are dealing with here. Microsoft earns its money with software subscriptions, cloud services (Azure) and gaming (Xbox), among other things. Everyone is probably familiar with the Windows operating system and the Office 365 productivity suite.
Highlights of the business model:
Highlights Key financial figures:
Largest competitors:
4) Chipotle $CMG (-0.44%)
Chipotle Mexican Grill is a fast food chain that specializes in the preparation of Mexican dishes. A special focus is placed on comparatively healthy and fresh ingredients.
Business model highlights:
Highlights Key financial figures:
Largest competitor:
5.) Philip Morris International $PM (-2.14%)
Philip Morris International is one of the largest tobacco companies in the world and is the spin-off of the ex-USA business of $MO. In recent years there has been a clear focus on new less harmful products such as IQOS.
Business model highlights:
Highlights Key financial figures:
Lowlights Key financial figures:
Largest competitors:
SUMMARY
At the time of entry into the portfolio, the portfolio consisted of approximately 40% information technology (Visa, Microsoft), 40% consumer staples (Costco, Chipotle) and 20% non-cyclical consumer staples (Philip Morris). All 5 stocks are formally US companies, with Philip Morris currently generating 100% of its sales outside the US. Microsoft and Visa also generate large parts of their sales internationally. However, it is also clear that with 5 stocks, we cannot expect an overly broad diversification.
Which 5 stocks would be your stocks for life and why? Feel free to write your own post with reasons under the hashtag #5stocks4life. To spice things up a bit, I would like to nominate the true ETF pope @Simpson and the dividend king @GoDividend to present your 5 Stocks 4 Life with reasons.
Stay tuned,
Your Michael Scott
Are there still shares that deliver?
Yes! $WING (-0.91%) 🪽
Highlights for the first quarter of 2024 compared to the first quarter of 2023:
I'll just put forward a thesis, you agree or prove me wrong:
"Sometimes it can be wise to enter into an investment without knowing a company's products in detail. Why? Because it forces you to focus on the potential of the company itself, rather than being influenced by personal preferences or prior knowledge."
Do you have shares that you have little to do with? For me at least $WSO (+0.43%)
$WING (-0.91%)
$UNP (-0.36%)
Three weeks ago I reported on the investment I made in Wingstop, here are the first published number highlights since my investment:
Highlights for the third quarter of 2023 compared to the third quarter of 2022:
Or summarized in a bullet point: