Good morning dear community.

As things have become a little more uncomfortable on the stock market recently, I'm wondering where there are now good opportunities to invest money in good, profitable companies.

Which stocks do you have on your radar?

For me it is among others in the USA

$AMZN (-2,33 %)

$MSFT (-0,64 %)

$GOOGL (-0,53 %)

$NOW (+2,67 %)

$NFLX (-4,67 %)

In Europe

$2GB (-2,34 %)

$WKL (-2,71 %)

$ASML (-0,97 %)

$DB1 (+2,45 %)

These are just a few examples.

What else could you add?

Best regards 💥🗡️

$2GB (-2,34 %)

The analysts at First Berlin and SMC Research have a positive view of the 2G Energy share despite weak figures for the third quarter. Both research houses see the company's long-term growth opportunities intact and have raised their price targets. First Berlin confirms its ADD recommendation and raises its target price by one euro to EUR 38, while SMC Research rates the share as Buy and sets a target price of EUR 40, up from EUR 39.

First Berlin emphasizes that 2G Energy is benefiting from the increasing demand for modular gas-fired power plants, which can be realized more quickly than large power plants. In addition, two tenders for Ukraine could have a positive impact on the current year. The forecast for 2026 with sales of EUR 440 to 490 million and an EBIT margin of 9 to 11 percent was confirmed by the company. Should 2G Energy be awarded the contract for a large data center with more than 100 megawatts, the forecast for the coming year could be raised.

SMC Research sees the decline in the third quarter as temporary and points to the record order backlog of EUR 250 million. Growth prospects remain strong, particularly through the marketing of large heat pumps and projects in the data center sector. The Ukraine orders could reach a volume of EUR 15 to 30 million in 2026, which further supports the forecasts.

https://www.4investors.de/nachrichten/boerse.php?sektion=stock&ID=187201

$2GB (-2,34 %)

- Sales slump to € 58.4 million (previous year: € 86.8 million, -33%) - expected delays due to biogas approvals & ERP changeover.

- New installations: € 30.2 million (-30%).

- Service DE: € 28.3 million (-36%) - ERP slows down processes.

- EBIT: € -0.9 million instead of € +4.9 million.

- Order backlog: record at ~€250m.

- Q4 outlook: Catch-up effects + normalization in service expected.

- North America: Strong momentum, growing demand from data center & power plant projects; new rental JV to start in 2026.

Key message:

Weak Q3, but full pipeline and structural demand boom ensure clear growth spurt from Q4 onwards.

After yesterday's somewhat stronger correction, here is the explanation:

$2GB (-2,34 %)

2G Energy AG adjusts the forecast for the current financial year 2025 for sales and EBIT margin.

• Sales forecast reduced to EUR 380 to 400 million (previous forecast EUR 430 to 440 million), but growth of up to 7 percent compared to the previous year remains.

• The temporary dip is due to a delay in incoming orders in Eastern Europe and a temporarily impacted service volume as a result of the ERP changeover in Germany.
• A reduced EBIT margin of 6.5 to 8.0% (previously 8.5 to 9.5%) is expected due to the lack of sales volume and one-off expenses in the ERP project.

• Incoming orders in the third quarter outside Ukraine exceed the previous year's quarter by 30%.

• Outlook remains optimistic: growth forecast for 2026 unchanged (sales EUR 440 to 490 million, EBIT margin 9.0 to 11.0%).

• Concrete projects in the newly addressed data center market in Europe and North America and, in particular, the German biomass package secure growth for 2027 and subsequent years

Small additional purchase of $2GB (-2,34 %) after today's setback. Solid company with future potential 🔮

Share price slump due to:

Despite a 10% increase in sales to € 84.6 million, EBIT slips to € -3.3 million. Reason: project delays, especially in Eastern Europe - many sales are postponed to Q2/Q3. 📊

Tomorrow there will be $2GB (-2,34 %) quarterly figures, followed by a substantial sell-off today. 💸

I am currently still up 30%, still believe in the company and think there is still room for improvement. 📈

Nevertheless, just out of interest: are any of you invested? What do you think? Tomorrow rather lousy or more popping gas? The current order situation seems to be quite stable.

$2GB (-2,34 %)

The combined heat and power plant and large heat pump manufacturer 2G Energy has received more orders in recent months. After a good financial year in 2024, the dividend is set to increase significantly.

The company from Heek in Münsterland increased its turnover last year by just under 3 percent to 375.6 million euros. Net profit climbed by almost a third to 23.7 million euros due to a significant improvement in the cost of materials ratio.

2G Energy grew in all markets except Germany in 2024. Sales increased particularly strongly in North and Central America, where revenue rose by 71% to the equivalent of EUR 34.8 million. With a volume of 110 million euros, the new installations business abroad exceeded sales in Germany (97.3 million euros) for the first time.

🆕I've been on the stock market and GetQuin for almost 2 months now. Like everyone else, I've had to take a lot of hits in the meantime, especially when it comes to my tech positions. Nevertheless, the build-up of my portfolio is not complete and I still have €7000 cash reserve left.

Taking a closer look at my investments, the following markets are currently covered:

🇺🇸USA Tech: $NVDA (-1,54 %) , $GOOGL (-0,6 %)

🇩🇪DE Infrastructure/Sustainability: $VOS (-1,09 %)
$2GB (-2,34 %)
$DEZ (-0,22 %)

🇨🇳China Consumer goods/tech:$1810 (-1,76 %)

+ Core ETF+ Satelite $VWCE (-1,18 %) + $WSML (-1,78 %)

📉I am currently already invested with just under €7000. Now, given the current market phase, I would like to invest a further €6000 to complete my portfolio.

🛒Another €3150 will initially flow into the core ETF to build a stable base. In addition, just under 700€ should go into defensive stocks such as perhaps$ULVR (+0,47 %) or$PEP (-1,19 %) should be bought.

☝🏼Wie does that sound good to you?

❓Now the question arises as to what I can do with the remaining available capital. Pharma would be one idea, but I have to be honest and admit that I only have a semi-understanding of the companies and their products. 🫠

👀Of course, I would like to invest my money in a future-oriented way, in stocks that offer good development potential and could also be valued favorably at the moment. 🔮

😵‍💫Als However, as a complete beginner, I find it difficult to recognize such stocks, as there are simply too many ways to get rid of your money.

Which sectors, shares or ETFs would you consider?

Have a nice Sunday everyone! ☀️

My goal is to beat the market, I'm still relatively young and want to see if I can do it, if not I'll put everything in an etf in 5 years.

Regarding my portfolio, I currently have a cash ratio of 23-25% depending on the fluctuations in the last month.

Purchases of existing stocks:

I plan to increase the financial stocks by 50%, $CG (+1,82 %)
$KKR (-3,85 %)
$APO (-1,29 %)
$TPG (-2,15 %) .

In addition, a little $DMP (-0,27 %) by 25%.

Sales:

I made the mistake of wanting to $EVO (-4,13 %) and $CPRX (-1,36 %) trade, but then I was too greedy.

I am convinced of both positions in the long term but not in this size in the portfolio, which is why I will reduce both stocks by 33%.

Potential purchases:

$HALO (-3,03 %)
$CUV (-1,39 %) - Will invest a little extra, otherwise just the 33% from sale of $CPRX. Both around 50 - 50

$SL (+3,65 %) - the same as $TISG (-0,89 %)

$KSPI (-2,54 %) - about as high as $MUM (-5,86 %)

$FIH.U (-0,34 %) - about as high as $MUM (-5,86 %)

$2GB (-2,34 %) - about as high as $MUM (-5,86 %)

$M12 (+0,12 %) - about as high as $MUM (-5,86 %)

$CPR (+0,23 %)
$DGE (-1,17 %)
$RI (+0,29 %) - I'll wait and see, but I can imagine that they will develop in a similar way to the tobacco shares. Since I don't want to decide, I'll just buy three for the sum of one. And divide the amount between these 3.

In general:

I'm generally a fan of putting together baskets like with alcohol or the yacht builders.

What would you change because you see a high risk? I am relatively poorly positioned in the tech sector, do you have any other titles that I could take a closer look at in this area?

I opted for #2gb because I think that this company will definitely benefit from the special fund (climate and transformation fund).

What are your opinions on this?