Dear Community, usually classic consumer staples such as P&G $PG (-1,58 %) or Unilever $ULVR (+0,72 %) usually come through times of falling share prices relatively unscathed and sometimes even gain popularity as a crisis-proof foundation with strong dividends.

About two weeks ago, I opened a small leveraged position on Beiersdorf $BEI (+1,01 %) as I consider the share to be very undervalued and most analysts share this opinion. The position is really small as I have never traded leveraged products before and see it more as a nice exercise than a path to riches. I'm currently up around 3% (which isn't five euros due to the small size) and the knockout is €88, so there's really a lot of room.

I have to say, however, that I had clearly underestimated Trump's disastrous tariffs.

Of course, no one here has a crystal ball, but perhaps the older guys can share their experiences? Do collapsing share prices also take non-cyclical consumer goods down with them in the long term or are they completely invulnerable and even rise unconcernedly? Or do they now rise for a few days at the moment of the shock because of the short-term influx and then stagnate as general consumption also becomes more restrained and more cheap brands are bought for the household? That unemployment in the US and Europe will rise and consumption will become even more expensive due to higher prices is to be expected, or do you see it differently? I wonder whether I should simply take my current profit or whether I can continue to assume that the fair value of Beiersdorf is around EUR 145 (which was my firm conviction a week ago).

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 (-2,77 %)

Duopoly, very strong profit margin,

Risks: Google Pay/Apple Pay etc.

• Waste Management$WM (-2,1 %)

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

• Stryker$SYK (-2,78 %)

• Intuitive Surgical$ISRG (-3,49 %)

• Novo Nordisk$NOVO B (-4,17 %)

• Essilor Luxottica$EL (-1,09 %)

Strong moat, good growth,

Weaknesses: low return on equity

• Hershey$HSY (-2,62 %)

Solid cash flow, >50% return on equity,

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

• ASML$ASML (-3,76 %)

• Alphabet$GOOGL (-2,2 %)

• Hermes$RMS (+0,46 %)

• Wal-Mart de Mexico$WALMEX* (-1,2 %)

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 (+0,38 %)

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 (-1,18 %)

• Zoeties$ZTS (-3,64 %)

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

• Idexx Laboratories$IDXX (-5,17 %)

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

return on equity, solid balance sheet,

• alliance$ALV (+0,52 %)

• Microsoft$MSFT (-1,88 %)

• Procter & Gamble$PG (-1,58 %)

• Pepsi$PEP (-2,88 %)

• Adobe$ADBE (-0,7 %)

• L'Oreal$OR (-0,77 %)

• Schneider Electric$SU (-2,79 %)

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Opportunities and future quality Company?

• Rio Tinto$RIO (-4,09 %)

• 3i$III (+0,75 %)

• Main Street Capital$MAIN (-2,81 %)

• Mutares$MUX (-0,6 %)

• Altria$MO (-0,76 %)

• Terna$TRN (+1,18 %)

• Pfizer$PFE (-4,09 %)

• Vinci$DG (+0,16 %)

• Mercadolibre$MELI (+1,57 %)

• Caterpillar$CAT (-2,91 %)

• BAE Systems$BA. (+2,53 %)

• Lululemon$LULU (-7,73 %)

• Generali$G (+1,05 %)

• Energiekontor$EKT (-3,5 %)

• Vici$VICI (-1,9 %)

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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 🥳

Today I opened a new position in P&G. I am thus continuing to pursue the path of making my portfolio more balanced.

I think it's a good time to get in, because YTD the price of a rather defensive company has fallen by approx. 7% and a dividend yield of approx. 2.3% is a good aspect to bet on P&G in addition to the safety factor.

What do you think? How will P&G develop in the future?

Kind regards

The markets remain volatile and in times of crisis many investors look for stable investments. But which sectors and companies have historically proven to be particularly resilient or could even benefit?

Consumer staples - products that will always be needed

Companies such as Procter & Gamble $PG (-1,58 %) Nestlé $NESN (+1,05 %) or Coca-Cola $KO (-0,4 %) benefit from their strong market position and stable cash flows. People are always buying household products, food and beverages.

Healthcare sector - crisis-resistant growth stocks

Companies such as Johnson & Johnson $JNJ (-2,51 %) , Eli Lilly $LLY (-0,66 %) or Novo Nordisk $NOVO B (-4,17 %) supply medicines and treatments that are in demand regardless of the economic situation. There is a particular focus on the boom in diabetes and obesity therapies.

Providers - Stable income through basic care

Companies such as NextEra Energy $NEE (-2,99 %) Duke Energy $DUK (-2,75 %) or Southern Company $SO (-0,81 %) are benefiting from the constant demand for electricity and water. Renewable energies are also playing an increasingly important role.

Commodities & gold - hedging against inflation & uncertainty

Gold mining companies such as Barrick Gold $ABX (-1,48 %) or Newmont $NEM (+0,01 %) often benefit in times of economic uncertainty, as investors flee to gold as protection against crises.

Defense & Armaments - Profiteers of geopolitical tensions

Rising military spending worldwide makes companies such as Lockheed Martin $LMT (+1,22 %) or Northrop Grumman $NOC (+1,75 %) into potential winners of long-term conflicts and global uncertainties.

This is just a small selection of companies. But hopefully it gives a small insight into the interesting crisis-proof sectors.

Defensive investors could now focus on consumer staples, healthcare and utilities for long-term stability. Opportunity-oriented investors could look to commodities, gold or defense if geopolitical tensions continue to rise.

#stockanalysis
#dividends
#growth#inspiration

Which 3 stocks would you buy in the next possible crash and why? Preferably buy and hold stocks

For me it would probably be:

$OMV (-2,4 %)

$PG (-1,58 %)

$ALV (+0,52 %)

Reason: solid dividend stocks that would have a very nice dividend credit in the event of a price drop (thought of as a buy or hold)

2025 - A stock market year that has so far been more reminiscent of rough seas. It goes uphill and the next moment it goes abruptly downhill again.

The January began with a lot of Trump euphoria on the markets, before this was halted by DeepSeek in the second half of January.

The February recovered relatively quickly from this shock before falling again in the second half of the month. The Trump euphoria has turned into a Trump shock for the time being.

Nevertheless, I will continue to hold a 75-80% USA quota with a high proportion of tea.

I can get over the fact that after 2 years of outperformance against my benchmarks, there may be an underperformance this year.

Monthly view:

If a company like that drops 5%, I'm right there with them.

In the current issue, "Der Aktionär" recommends these dividend stocks.

For a peaceful night's sleep (conservative):

• E.On $EOAN (-0,18 %)
• Johnson & Johnson $JNJ (-2,51 %)
• Munich Re $MUV2 (+0,95 %)
• PepsiCo $PEP (-2,88 %)
• Procter & Gamble $PG (-1,58 %)

Top dividend with medium risk can be seen in:

• Andritz $ANDR (-3,44 %)
• Freenet $FNTN (+1,39 %)
• Imperial Brands $IMB (+1,91 %)
• Traton $8TRA (-5,38 %)

Dividends with a yield kick are located in these shares:

• Frontline $FRO (-7,73 %)
• Petrobas $PETR3 (-4,2 %)
• Repsol $REP (-1,05 %)
• Stellantis $STLAM (-7,84 %)

Source: Der Aktionär, Issue 08.2025