Over the last few weeks, I have been looking at shares from a new perspective and have started to take a closer look at balance sheets and fundamental data. 🤯

Unfortunately, I still don't use a screener and have therefore only looked at the stocks that I am familiar with in some form.

In view of the tradable shares on the global market, this is certainly a big mistake and I have some catching up to do. Nevertheless, I would like to share some of my findings with you.

I have created two lists for this purpose.

On the lists you will find stocks that in my opinion have excellent fundamental quality characteristics.

The first list contains the absolute quality companies, some of which have already proven themselves over many years, and the second list contains companies that could still become such or have not yet proven themselves long enough and could therefore be a good long-term investment. The lists are neither correct nor complete and, depending on your point of view, some stocks belong on one list or the other, or perhaps not on any list at all.

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Quality companies:

• Visa$V (-6,9 %)

Duopoly, very strong profit margin,

Risks: Google Pay/Apple Pay etc.

• Waste Management$WM (-4,02 %)

Long-term contracts, strong balance sheet, regular share buybacks

• Stryker$SYK (-5,39 %)

• Intuitive Surgical$ISRG (-8,5 %)

• Novo Nordisk$NOVO B (-6,66 %)

• Essilor Luxottica$EL (-4,31 %)

Strong moat, good growth,

Weaknesses: low return on equity

• Hershey$HSY (-1,95 %)

Solid cash flow, >50% return on equity,

Weaknesses: approx. 90 % of sales generated in the USA, trend towards healthier food

• ASML$ASML (-2,09 %)

• Alphabet$GOOGL (-2,74 %)

• Hermes$RMS (-4,6 %)

• Wal-Mart de Mexico$WALMEX* (-5,99 %)

The only retail food group I know of with a significant margin of

significant margin of >5%, stable growth and healthy balance sheet,

Growing middle class in Mexico and expansion in Central America.

Weaknesses: Mexican peso

• Lotus Bakeries$LOTB (-2,66 %)

Continuous sales and profit growth, very nice balance sheet, but a high stock valuation

high stock valuation (like the vast majority in this list)

• Ferrari$RACE (-3,06 %)

• Zoeties$ZTS (-4,18 %)

Market leader, high margin, solid cash flow, growing dividend,

• Idexx Laboratories$IDXX (-3,38 %)

Very nice growth stock with high customer loyalty, strong growth, >80%

return on equity, solid balance sheet,

• alliance$ALV (-8,43 %)

• Microsoft$MSFT (-2,36 %)

• Procter & Gamble$PG (-4,13 %)

• Pepsi$PEP (-1,81 %)

• Adobe$ADBE (-4,21 %)

• L'Oreal$OR (-1,22 %)

• Schneider Electric$SU (-8,15 %)

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Opportunities and future quality Company?

• Rio Tinto$RIO (-6,32 %)

• 3i$III (-7 %)

• Main Street Capital$MAIN (-6,56 %)

• Mutares$MUX (-8,93 %)

• Altria$MO (-2,25 %)

• Terna$TRN (-4,98 %)

• Pfizer$PFE (-4,59 %)

• Vinci$DG (-5,04 %)

• Mercadolibre$MELI (-4,71 %)

• Caterpillar$CAT (-4,89 %)

• BAE Systems$BA. (-9,05 %)

• Lululemon$LULU (+4,59 %)

• Generali$G (-6,61 %)

• Energiekontor$EKT (-6 %)

• Vici$VICI (-2,83 %)

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Thanks for reading and I look forward to additions, corrections and exchanges of opinion.

Are there any of the stocks mentioned that are of particular interest to you?

Has anyone delved particularly deeply into one or other stock?

Then have a nice weekend 🥳

We have taken advantage of the current weak market phase and further reduced our cash holdings.

After holding only one share in Energiekontor as a souvenir, we have now bought more. We were already invested here, but realized price gains at some point.

The company is a leader in the project development of wind farms in Germany. It is in a sector with an absolute future. The demand for electricity is increasing, but so is the need for decarbonization.

The 2024 figures were not good, but Energiekontor expects higher profits and sales again.

What do you think of the company?

$EKT (-6 %)

Energiekontor AG is one of the leading companies in the field of renewable energies and specializes in the development, construction and operation of wind and solar parks. Despite a temporary adjustment of the profit forecast in 2024, the company was recently able to surprise positively and significantly raise its EBT forecast. With an ambitious growth strategy and a planned tripling of earnings by 2028, Energiekontor is positioning itself as an attractive stock in the renewable energy sector.

https://www.finanznachrichten.de/nachrichten-2025-03/64845572-energiekontor-projektentwickler-und-betreiber-von-wind-und-solarparks-strebt-verdreifachung-des-gewinns-bis-2028-an-271.htm

Energiekontor benefits from hopes for financial package

FRANKFURT (dpa-AFX Broker) - The prospect of billions of euros of investment in climate protection in Germany gave a strong boost to the shares of project developer Energiekontor on Monday. As one of the strongest stocks in the small cap index SDax, the shares ended trading 13.2 percent higher at 55.50 euros. They thus managed to break through the resistance level of around 52 euros, at which they had failed several times last week. The shares also rose above the 200-day line, a technical chart indicator for the long-term trend.

https://www.finanznachrichten.de/nachrichten-2025-03/64846040-aktie-im-fokus-energiekontor-profitieren-von-hoffnung-auf-finanzpaket-016.htm

Energiekontor: Warburg Research sees over 250% upside potential! $EKT (-6 %)

Energiekontor shares rose on Friday and were the top performer in the TecDAX with a daily gain of 5.45%. "A solid business policy and a lot of experience in renewable energies: This is what Energiekontor has stood for for over 30 years. Founded in Bremerhaven in 1990, the company is one of the pioneers in the industry and is now one of Germany's leading project developers." At the end of trading, the share was trading at EUR 45.45, with a high for the day of EUR 46.40 on Xetra. If you look at the valuations on finanzen.net, you will find two buy recommendations, with price targets of an incredible EUR 136.00 and EUR 149.00. The highest price target has a profit expectation of around 257 percent.

https://www.rumas.de/artikel-trading-tipps/energiekontor-warburg-research-sieht-ueber-250-kurspotenzial/

Summary Earnings, 14.11. 👇🏼

Siemens AG Q4 24 Earnings: $SIE (-7,45 %)

- Orders At 22.93Bln Euros (est 21.36 Bln Euros)

- Revenue Rising 1% To 20.81 Bln Euros (est 20.77 Bln Euros)

- Profit 3.12 Bln Euros (est 3.0 Bln Euros)

- Net Income Of 1.90 Bln Euros (est 1.80 Bln Euros)

Swiss Re Q3 24 Earnings: $SREN (-6,98 %)

- Net Income Of $2.2 Billion For The First Nine Months Of 2024

- 9m Return On Investments (ROI) Of 3.9%; Recurring Income Yield Of 4.0%

- Return On Equity (ROE) Of 13.4% For First Nine Months Of Year

- Still Expects To Achieve A Group Net Income Of More Than $3 Billion For 2024

- Currently Expects Losses Resulting From Hurricane Milton To Be Less Than $300 Mln, Which Will Impact Group Results In Q4 2024

E.ON SE 9M 24 Earnings: $EOAN (-6,15 %)

- Adj EBIT EU4.37B, -23% (Y/Y)

- Sales EU56.28B, -19% (Y/Y)

- Still Sees FY Adj EBITDA EU8.8B To EU9B, (est EU8.94B)

- Still Sees FY Adj Net EU2.8B To EU3B (est 2.92B)

Deutsche Telekom AG Q3 24 Earnings: $DTE (-4,46 %)

- Net Income EUR 2.957B (est EUR 2.396B)

- Adjusted EBITDA AL EU11.10B (est 11.05B)

- Rev EU28.50B (est 28.39B)

- Sees FY Adj EBITDA Al About EU43B

ASML is sticking to its long-term goals and plans to increase sales to between 44 and 60 billion euros by 2030, with a gross margin of 56 to 60 percent. Despite the current difficult market conditions, ASML CEO Christophe Fouquet sees promising long-term prospects for the semiconductor industry, especially due to the AI trend. $ASML (-2,09 %)

Talanx expects a record profit of over 1.9 billion euros for 2024 and a surplus of over 2.1 billion euros for 2025. The profit increase will be supported by primary insurance and new targets are to be presented at the Capital Markets Day on December 11. $TLX (-7,19 %)

Nagarro increased sales by 3.7 percent to 242.9 million euros in the third quarter and adjusted EBITDA by a good eight percent to 34.6 million euros. The company is adjusting its revenue forecast for 2024 to 960 million euros and expects an EBITDA margin of over 14 percent. $NA9 (-1,74 %)

Adesso recorded an increase in turnover of 15 percent to 330 million euros in the third quarter and a 37 percent rise in operating profit to 38.9 million euros. Jörg Schroeder will step down as Chief Financial Officer on April 30, 2025; his successor will be Michael Knopp from January 15, 2025. $ADN1 (-3,88 %)

Dermapharm increases turnover in the first nine months by just under three percent to 890.1 million euros, while adjusted EBITDA falls slightly to just over 240 million euros. However, consolidated net income rose to just under 93 million euros, and the Group CEO is optimistic for the final quarter. $DMP (-1,73 %)

Energiekontor sees itself on course for its annual targets after nine months with an expected pre-tax result of EUR 30 to 70 million, although the upper end of the range will not be reached due to the below-average wind year. Three projects with 79 MW have already been commissioned this year and several more projects are currently being marketed. $EKT (-6 %)

The financial services provider MLP increased revenue by twelve percent to EUR 746 million in the first nine months and EBIT by almost half to EUR 66 million. The company confirms its forecast for 2024 with EBIT of between EUR 85 and 95 million and expects EBIT of EUR 100 to 110 million in 2025. $MLP (-6,63 %)

GFT Technologies is again lowering its annual targets and now expects revenue growth of 10 percent to around EUR 865 million and adjusted EBIT of around EUR 77 million. Profit before taxes is expected to fall to around EUR 65 million, as the environment remains challenging and momentum in the coming months will be lower than expected. $GFT (-10,68 %)

ProSiebenSat.1 is lowering its forecast for the year due to weak TV advertising revenues and expects an adjusted operating result of less than EUR 575 million. The Group plans to sell Flaconi and Verivox in order to invest in Joyn, programs and debt reduction. $PSM (-1,62 %)

Wacker Neuson is again lowering its annual targets and now expects revenue of EUR 2.2 to 2.3 billion and an EBIT margin of 5.5 to 6.5 percent. In the third quarter, the company reports a drop in revenue of over 20 percent and a 61 percent fall in EBIT. $WAC (-10,75 %)

Cewe confirms its annual targets with sales of between 770 and 820 million euros and an EBIT of 77 to 87 million euros, with the upper half of the ranges being targeted. The company generates most of its profits in the Christmas quarter and posts a marginally positive EBIT in the summer quarter, despite increased marketing expenditure. $CWC (-2,67 %)

Merck KGaA reports a 1.8 percent increase in sales to 5.3 billion euros in the third quarter, while the adjusted operating result rises by 12 percent to over 1.6 billion euros. CEO Belén Garijo announces that sales for 2024 are expected to be in the lower half of the previous range. $MRK (-4,87 %)

Bilfinger records revenue growth of 15 percent to just under EUR 1.3 billion in the third quarter and increases operating profit by 35 percent to EUR 76 million, supported by good demand and the latest acquisition. The Executive Board confirms the adjusted annual targets with an increase in revenue to EUR 4.8 to 5.2 billion for 2024, also taking into account a savings program and special effects from the integration of Stork. $GBF (-13,52 %)

K+S is revising its production forecast for 2024 downwards due to high sickness rates and now expects an operating result (EBITDA) of around EUR 540 million. In the third quarter, the company reports a decline in sales and EBITDA, with profits exceeding analysts' expectations but remaining below consensus estimates for the full year. $SDF (-1,01 %)

Energiekontor commissions Scottish wind farm Pines Burn. $EKT (-6 %)

Energiekontor AG ("Energiekontor"), one of the leading German project developers and operators of wind and solar parks based in Bremen and listed in the General Standard, has successfully commissioned the Scottish wind farm Pines Burn, which was sold to Capital Dynamics in spring 2022, and will take over its operational management in the future.

Dividend announcement for 2024

Encouraging news for investors: Energiekontor plans to distribute a dividend of EUR 1.20 per share for the 2024 financial year. At the current share price level, this corresponds to a dividend yield of 1.69%. The announcement underlines the management's confidence in the future business development and the company's ability to allow shareholders to participate in its success.

Energiekontor AG acquired a total of 1,000 shares in the period from October 14, 2024 to October 18, 2024 as part of the share buyback program announced on May 30, 2024 and started on June 14, 2024.

https://www.anleihen-finder.de/energiekontor-nimmt-windpark-pines-burn-in-betrieb-00066390.html

before it goes to 0

consider the cash in $CAT (-4,89 %) and $MRK (-4,87 %) to stecken🤟🏼

Dear Community,

here are the sectors of my depot

I think I have too much consumer staples...and too little healthcare!

I also think I have too much tech in my portfolio and I'm missing strong healthcare companies.

I would like to $LULU (+4,59 %)
$EKT (-6 %)
$ZBRA (-7,76 %)
$ADM (-8,23 %) and $MNST (-3,46 %) throw them out.

$PEP (-1,81 %)
$CAT (-4,89 %) I would buy more shares before adding new ones.

Which stocks from the financial sector do you find interesting?

i would also like to reduce the size of my portfolio so that i have a better overview.

Thank you very much!

what would you do specifically

Hello dear community,

I have taken a closer look at my portfolio

I have some problem candidates that have not been performing for some time or 1-2 years

$LULU (+4,59 %)

$DSV (-7,13 %)

$EKT (-6 %)

$ADM (-8,23 %)

$MNST (-3,46 %)

Do you have any opinions on the stocks or would you reallocate here?

thanks 🤟🏼🤟🏼

German winning stocks of the past five years

+603% SUSS Microtec $SMHN (-4,06 %)

+411% Rheinmetall $RHM (-10,98 %)

+329% Redcare Pharmacy $RDC (-2,11 %)

+326% ATOSS Software $AOF (-4,5 %)

+262% PNE $PNE3 (-3,96 %)

+258% Mutares $MUX (-8,93 %)

+232% Energiekontor $EKT (-6 %)

+231% GFT Technologies $GFT (-10,68 %)

+230% Elmos Semiconductor $ELG (-5,86 %)

+229% Adtran Networks $ADV (+0 %)

+161% Commerzbank $CBK (-6,01 %)

+146% Krones $KRN (-10,28 %)

+131% Hella $HLE (-0,23 %)

+126% Munich Re $MUV2 (-6,68 %)

+125% Deutsche Bank $DBK (-10 %)

+111% VERBIO $VBK (-5,89 %)

+111% KSB (Vz) $KSB (-8,2 %)

+109% Infineon $IFX (-8,33 %)

+109% Siemens $SIE (-7,45 %)

+107% Talanx $TLX (-7,19 %)

+103% Encavis $ECV

+100% SFC Energy $SFC

+95% Nemetschek $NEM (-5,47 %)

+93% Aixtron $AIXA (-7,39 %)

+90% flatexDEGIRO $FTK (-8,01 %)

+84% SAP $SAP (-5,31 %)

Which ones do you have in your portfolio or on your watchlist?

I sold Infineon and Elmos too early.