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 (-6,94 %)

Duopoly, very strong profit margin,

Risks: Google Pay/Apple Pay etc.

• Waste Management$WM (-3,82 %)

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

• Stryker$SYK (-5,04 %)

• Intuitive Surgical$ISRG (-8,74 %)

• Novo Nordisk$NOVO B (-5,93 %)

• Essilor Luxottica$EL (-4,23 %)

Strong moat, good growth,

Weaknesses: low return on equity

• Hershey$HSY (-2,01 %)

Solid cash flow, >50% return on equity,

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

• ASML$ASML (-1,99 %)

• Alphabet$GOOGL (-2,24 %)

• Hermes$RMS (-4,52 %)

• 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 (-2,54 %)

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 (-2,93 %)

• Zoeties$ZTS (-4,05 %)

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

• Idexx Laboratories$IDXX (-3,3 %)

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

return on equity, solid balance sheet,

• alliance$ALV (-8,52 %)

• Microsoft$MSFT (-2,31 %)

• Procter & Gamble$PG (-3,97 %)

• Pepsi$PEP (-2,3 %)

• Adobe$ADBE (-3,89 %)

• L'Oreal$OR (-1,12 %)

• Schneider Electric$SU (-8,06 %)

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Opportunities and future quality Company?

• Rio Tinto$RIO (-6,43 %)

• 3i$III (-7 %)

• Main Street Capital$MAIN (-7,05 %)

• Mutares$MUX (-8,6 %)

• Altria$MO (-2,12 %)

• Terna$TRN (-4,89 %)

• Pfizer$PFE (-4,48 %)

• Vinci$DG (-4,96 %)

• Mercadolibre$MELI (-4,71 %)

• Caterpillar$CAT (-4,98 %)

• BAE Systems$BA. (-9,17 %)

• Lululemon$LULU (+3,73 %)

• Generali$G (-6,52 %)

• Energiekontor$EKT (-6 %)

• Vici$VICI (-2,67 %)

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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 🥳

How do you do?

Here are a few stocks that I currently have on my watchlist. I have already bought a few tranches.

$TGT (+2,12 %)
$PEP (-2,3 %)
$NOVO B (-5,93 %)
$UPS (-1,26 %)

I think they are all quality companies and they also pay a dividend.

Novo Nordisk is possibly associated with more growth and the other three stocks are rather boring. However, I think the demand for the products and services will definitely not decrease.

I would be interested to know what you think of the companies mentioned. Do you have any of them on your watchlist, are you invested or do you want to get in? 😊👍🏻

To expand its "healthier soft drinks" business, PepsiCo acquires the Poppi $PEP (-2,3 %) is acquiring the Poppi beverage brand. The transaction is worth just under two billion dollars, the drinks and snacks provider announced on Monday. Poppi specializes in products with fibre and a lower sugar content, which are intended to promote intestinal health and are becoming increasingly popular among the young US population.

According to analysts at BNP Paribas, Poppi's sales more than doubled in the three months to February compared to the same period last year. The company's share of the US soft drink market now stands at one percent.

Due to the rapidly growing demand, Pepsi's arch-rival Coca-Cola has launched its own fiber drink under the name "Simply Pop". Suppliers such as Celsius and Keurig Dr Pepper want to expand their market share by acquiring smaller beverage brands.

PepsiCo is looking for new growth drivers, as many US consumers have turned away after several rounds of price increases. Instead, they are turning to cheaper alternatives.

Source: Handelsblatt

Coca Cola $KO (-3,63 %) or PepsiCo $PEP (-2,3 %) ?

In your opinion, what is currently the way to go if you want to have one of the two stocks in your portfolio?

I am taking advantage of the current weak phase of Novo-Nordisk $NOVO B (-5,93 %) to further expand my position and push down my entry price. The monthly savings plan was already increased from €50 to €75 in January and will continue until the share returns to its old days. The money corresponds to half the amount of my fully sold BYD $1211 (-7,12 %) shares (53% profit). 🚘

In my opinion, extremely well positioned in the long term with specialization in products for diabetes and obesity treatment. 💉In addition, the dividend growth of approx. 22% p.a. over a 5-year period is unprecedentedly high. 🤑

I'm saving the second half for a possible further sell-off or a switch into the weakening beverage and snack giant PepsiCo $PEP (-2,3 %). I also have a monthly savings plan here, which was recently raised from €50 to €75 to take advantage of the current weak phase. 💰

The market will definitely remain exciting for (re-)purchases in the coming days and weeks - what do you think? 🤔

Dividends are an important part of the investment strategy for many investors. But while some swear by regular payouts, others take a critical view of dividends. In this article, we take a closer look at the pros and cons of dividends.

✅ Advantages of dividends

📈 Passive income

Dividends provide regular income without having to sell shares. They are particularly attractive for long-term investors or as a supplement to a pension.

🏛 Stable companies

Many companies with a long dividend history (e.g. Coca-Cola, Johnson & Johnson) are established, profitable companies with solid business models.

🔄 Reinvestment & compound interest effect

By reinvesting dividends (e.g. via a savings plan), capital can grow exponentially in the long term.

📉 Protection in times of crisis

Dividend stocks are often less volatile than pure growth stocks and offer a certain degree of stability in the portfolio.

❌ Disadvantages of dividends

🚀 Slower growth

Companies that pay high dividends often invest less in their growth. Tech stocks such as Amazon or Tesla do not pay dividends, but are growing rapidly.

💰 Tax burden

In Germany, dividends are subject to withholding tax (26.375% incl. solidarity surcharge, church tax if applicable), which reduces the net yield.

🔻 No guarantee on distributions

Dividends are not guaranteed! Companies can reduce or cancel them if it is economically necessary (e.g. in times of crisis).

📊 Focus on incorrect key figures

Some investors are dazzled by high dividend yields without paying attention to the financial stability of the company. An excessively high payout ratio can be a warning signal.

🔎 Conclusion

Dividends offer stability and passive income, but are not a panacea. A good strategy can be a mix of dividend and growth stocks, depending on your personal investment objective. Anyone investing in dividend stocks should not only be guided by the yield, but should also check the quality of the company and the sustainability of the distributions.

💬 How do you feel about dividends? Do you rely on distributions or do you prefer pure growth?

$NOVO B (-5,93 %)
$PEP (-2,3 %)
$AGNC (-2,78 %)
$HAUTO (-12,13 %)
$KO (-3,63 %)

#etfs
#dividend
#dividende
#cashflow
#aktien

How do you feel about annual returns?