I have now decided to reallocate the European stocks. The money is now flowing into Vertex Pharmaceutical $VRTX (-0,44 %) and Cintas $CTAS (+0,17 %) and my ETF $SPYI (+0,26 %)

Nvidia
$NVDA (+2,01 %) and Accenture
$ACN (-1,66 %) today announced the expansion of their partnership to accelerate the use of AI.

In doing so Accenture a new NVIDIA business group to help organizations around the world accelerate their AI implementation quickly and efficiently.

Companies that I find interesting but do not yet have in my portfolio and that have a 10-year average ROIC of over 10% and a 5-year average ROCE and ROIC of over 10%, $ANET, $MA (-0,34 %) , $VRTX (-0,44 %) , $RMS (+0,75 %) , $PGHN (-0,02 %) , $COLO B (+0,94 %) , $ACN (-1,66 %) , $MNST (-0,16 %)
$FICO (+1,63 %) , $MCO (+0,31 %) , $KNIN (+0,44 %) , $S&P Global, $ISRG (-0,89 %)
$III (+0 %) , $BKNG (-1,19 %)
$HLAG (+1,67 %) , $QCOM (+2,48 %) , $CFR (+0,21 %) and $IFX (-1,35 %) . Already blatant companies

Earnings next week

$AZO (+0,58 %)

$MU (+2,58 %)

$ACN (-1,66 %)

$COST (-1,09 %)

$BB (+17,17 %)

$ACN (-1,66 %) I've had Accenture on my watchlist for some time, but I've lost sight of the share a little, but I've now taken another look at it.

The chart looks quite good (which is of course not a reason to buy) and the share is "oversold".

How do you see Accenture? Would the share be a good investment from your point of view at the moment?

What we can expect next week:

Monday:

• Empire State Manufacturing Survey
• Speeches by Fed President Patrick Harker and Fed Governor Lisa D. Cook
• La-Z-Boy ($LZB (-0,49 %) ) publishes quarterly figures

Tuesday:

• Publications on retail sales, industrial production, capacity utilization and business inventories
• Quarterly figures by Lennar ($LEN (-1,16 %) ) and KB Home ($KBH (-0,79 %) )
• Speeches by various Fed Presidents (Logan, Barkin, Musalem, Goolsbee)

Wednesday:

• ⚠️Markt geschlossen⚠️ because of National Independence Day
• Publication of the Housing Market Index

Thursday:

• Initial claims for unemployment benefits
• Release of housing starts for May
• Quarterly figures from Accenture ($ACN (-1,66 %) ), Kroger ($KR (+1,05 %) ), Darden Restaurants ($D1RI34 ) and Jabil ($JBL (+2,38 %) )
• Speech from Richmond Fed President Tom Barkin

Friday:

• Release of the S&P Global Flash Composite U.S. PMI
• Existing home sales figures
• Quarterly figures from CarMax ($KMX (-2 %) )

hey guys i would just like to share my watchlist with you or the list of stocks i would like to buy:

$VALE3 (-0,21 %)

$ULTA (+0,22 %)

$ACN (-1,66 %)

$LULU (+1,1 %)

$JBHT (-0,49 %)

$UPS (+0,66 %)

I will be 19 in the summer, so I have a longer investment horizon.

The plan is to sell about 1/3 of the $MSFT (-1,05 %) shares at a good price and then switch to the other position or an ETF. Would you be more $8001 (-0,17 %) or $ACN (-1,66 %) top up? Or would you rather not top up and build up an Etf basis or possibly $BRK.B (+0,07 %) expand it? I am also considering the alternative $MURGY or $ALV (-0,66 %) to buy defensive stocks. What is your opinion? What would you most likely choose or would you do something completely different?

My savings rate is irregular at the moment and could possibly even be dropped, as I might invest new money more in my company. However, I'm aiming for around 300 euros.

Our fingers were tingling this week and we ended up doing a lot of shopping, but also a lot of selling.

Among other things we bought $TEAM (+1,34 %) ; $ACN (-1,66 %) ; $ADYEN (-0,21 %) but also the one or other title that doesn't start with "a" ;-)

Sold were among others: $AAUKF ; Short on the S&P 500; $ZIM (-0,5 %) ...

Have you been as active and if so, what were your buys and sells?