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 %)

Duopoly, very strong profit margin,

Risks: Google Pay/Apple Pay etc.

• Waste Management$WM (-3,6 %)

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

• Stryker$SYK (-5,4 %)

• Intuitive Surgical$ISRG (-8,25 %)

• Novo Nordisk$NOVO B (-6,12 %)

• Essilor Luxottica$EL (-3,03 %)

Strong moat, good growth,

Weaknesses: low return on equity

• Hershey$HSY (-2,21 %)

Solid cash flow, >50% return on equity,

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

• ASML$ASML (-1,84 %)

• Alphabet$GOOGL (-1,72 %)

• Hermes$RMS (-3,46 %)

• Wal-Mart de Mexico$WALMEX* (-5,62 %)

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 (-2,29 %)

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 (-2,59 %)

• Zoeties$ZTS (-3,95 %)

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

• Idexx Laboratories$IDXX (-2,72 %)

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

return on equity, solid balance sheet,

• alliance$ALV (-6,66 %)

• Microsoft$MSFT (-2,09 %)

• Procter & Gamble$PG (-3,65 %)

• Pepsi$PEP (-1,68 %)

• Adobe$ADBE (-3,26 %)

• L'Oreal$OR (-1,28 %)

• Schneider Electric$SU (-7,83 %)

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Opportunities and future quality Company?

• Rio Tinto$RIO (-6,81 %)

• 3i$III (-7 %)

• Main Street Capital$MAIN (-6,95 %)

• Mutares$MUX (-8,19 %)

• Altria$MO (-2,23 %)

• Terna$TRN (-4,65 %)

• Pfizer$PFE (-4,35 %)

• Vinci$DG (-4,76 %)

• Mercadolibre$MELI (-5,32 %)

• Caterpillar$CAT (-5,07 %)

• BAE Systems$BA. (-7,31 %)

• Lululemon$LULU (+3,26 %)

• Generali$G (-6,28 %)

• Energiekontor$EKT (-5,65 %)

• Vici$VICI (-2,37 %)

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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 🥳

There has been some back and forth regarding $MUX (-8,19 %) and the alleged change of CIO Laumann. It immediately struck me as very strange and not at all coherent. Well, before some people here want to sell their shares prematurely, you can see the solution in the picture. A financial blogger came up with the idea. She didn't take over any other stock market news, only the Wall Street line did. So, take it easy. This was not a new shortattake

With a heavy heart, I will sell my $MUX (-8,19 %) sell my position. Johannes Laumann was an anchor of trust for me.

I am only prepared to endure the lows and market uncertainties of a share if I have 100% confidence in either the management or the business model. Without Johannes Laumann, I no longer have either.

I had hoped that Mr. Laumann would remain part of Mutares at least until the sustainable billion MC.

There are developments that have been on the horizon for a long time, and there are others that we didn't see coming. Johannes Laumann, Chief Investment Officer at restructuring expert Mutares $MUX (-8,19 %)is moving to the position of CEO at the medium-sized investment holding company MBB $MBB (-4,88 %) taking over from Constantin Mang, who is leaving the company on June 30.

Laumann is considered to be enterprising and very experienced in tracking down lucrative opportunities. And MBB's bulging war chest with net liquidity of over €280 million is just what he needs - not only for a higher number of mergers and acquisitions, but also for the announced "alternative investments".

MBB has held a firm position in gold with great success for decades and will also invest in Bitcoin in the future.

Source: https://www.intelligent-investieren.net/2025/04/paukenschlag-mutares-cio-johannes.html?m=1

However, it has since emerged that this was an April Fool's joke, so happy investing....

Press release $MUX (-8,19 %) from 01.04.2025

Alcura France, a wholly owned subsidiary of Mutares SE & Co. KGaA $MUX (-8,19 %) (ISIN: DE000A2NB650), has made an irrevocable offer for the acquisition of the home healthcare activities - known as PSAD (Prestations de Santé à Domicile) - from Santé Cie Group, a leading European provider of home and outpatient care. The activities in question generated sales of around EUR 17 million in France in 2024.

The closing of the transaction is subject to customary conditions, including consultation with the relevant employee representatives.

Johannes Laumann, CIO of Mutares, comments: "Alcura France will continue its core business, in particular its MAD (maintien à domicile), organically and through potential acquisitions. In doing so, Alcura France will offer its pharmacy customers a comprehensive range of services while outsourcing non-core activities in order to focus on increasing shareholder value."

After a spectacular share price rally with an all-time high of over 400 euros in March 2025, the Steyr share $4X0 (-11,39 %) crashed to below 90 euros. A shock for many investors - and possibly more than that. The law firm Reime has founded an interest group of aggrieved shareholders and is now examining possible claims for damages against the main shareholder Mutares $MUX (-8,19 %).

Particularly explosive: On March 18, 2025, Mutares published an announcement at 5:06 p.m. regarding the premature lifting of the agreed lock-up period - i.e. the blocking period for share sales after the IPO. This apparently allowed larger blocks of shares to be placed on the market earlier than planned.

(But they are not yet 😂)

However, the high of over EUR 400 was reached in the morning of the same day and the share price had already fallen to EUR 230 at the time of the announcement.

(This is how it is when 11% free float pulls each other up, all shares change hands three times a day and then some people cash in, but you don't need an insider for that 🤷‍♂️😉)

This is exactly where the legal assessment comes in. The interest group is investigating whether individual market participants were given an advantage in advance by selectively passing on information. In this case, according to the law firm, violations of insider trading and market manipulation could be considered.

(If someone smells money, even a lawyer does everything, he judges twice 😅)

"The dramatic price fluctuations allegedly raise significant questions about market integrity and transparency," the statement reads. The law firm is therefore calling for a comprehensive investigation by BaFin and is examining civil liability claims against Mutares - as well as possible directors' and officers' liability.

(Mutares would not have had to release a free float in the future either, then they would have continued to swing up and down and continue to whine because ....🍿🥤)

Man man man, now there are really some crybabies who didn't inform themselves sufficiently in advance and are now crying because they are looking after their money....

...Conclusion: "such is live" ✌🏻

Steyr Motors AG $4X0 (-11,39 %) is exploring the market for possible acquisitions in order to further accelerate its expansion. The Austrian Mutares subsidiary $MUX (-8,19 %) sees attractive options, particularly in Europe and Asia, which could not only complement sales structures but also the existing product portfolio.

Steyr Motors plans to complete at least one successful acquisition before the end of the current financial year. "With these potential acquisitions, the growth targets of Steyr Motors can be significantly exceeded again by 2027," said CEO Julian Cassutti.

Steyr Motors expects a strong surge in demand in the future, driven by rising defense budgets within Europe. As a continental supplier, the company will benefit noticeably from this, according to the company. In addition, Steyr Motors says it is seeing significant impetus in the Asian market from new sales channels in China and new customers in Taiwan, Vietnam and Indonesia. The MENA region and North America are also a strategic focus.

$MUX (-8,19 %)

https://www.deraktionaer.de/artikel/aktien/mutares-zum-steyr-wahnsinn-jetzt-spricht-der-vorstand-20377171.html

Mutares SE & Co. KGaA $MUX (-8,19 %) against the background of today's decision in the German Bundestag to amend the Basic Law and the associated opportunity to strengthen the German defense industry as well as the very strong demand for shares in Steyr Motors AG $4X0 (-11,39 %) today decided to increase the free float of Steyr in order to further diversify the shareholder base.

This should also create entry opportunities for new investors and improve the possibilities for existing investors to expand their holdings.

To this end, Mutares today reached an agreement with the bank that accompanied the listing of Steyr Motors AG on the Frankfurt Stock Exchange in October 2024 to lift the holding obligation currently still in place under the listing agreement (lock-out from April 30, 2025).

Mutares remains very convinced of the positive development of Steyr Motors AG and intends to remain a major shareholder in Steyr.

Depending on the current very dynamic market conditions, Mutares expects significant gross proceeds from the reduction of the stake 💪

Get rid of some of the expensive shares, the shares bought during the short attack will continue to be held.

Let's see what happens.