Air Products & Chemicals $APD (+0,77 %)

Ecolab $ECL (+0,42 %)

CRH $CRH (+1,31 %)

Linde $LIN (+0,65 %)

Sherwin-Williams $SHW (+0,25 %)

Rio Tinto (With $RIO (-1,24 %) I am more interested in the attractive valuation, dividend and investments in future areas such as copper/lithium)

In the basic materials sector, stock selection was not easy for me. I had to adjust my usual quality standards somewhat and in some cases also make compromises (see above 🤓). The sector is very cyclical, which makes it more difficult to find companies with consistently stable performance. Many key figures are heavily distorted by fluctuations in commodity prices, economic influences or geopolitical factors. At the same time, however, it also offers interesting opportunities for long-term investors, especially if an anti-cyclical entry is successful 🫣.

Which companies do you see as particularly promising for a long-term investment?

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I am also fascinated by the idea of profiting from gold actively and with dividends. That's why I've been looking at gold stocks and have my eye on Franco-Nevada and Agnico Eagle in particular. Neither of them made it into the selection above, but I wanted to mention them anyway. Even though I am not yet invested, I will definitely continue to monitor both stocks.

$FNV (+0,47 %) Franco Nevada is a royalty company with low operating risk but high gold price leverage.

$AEM (+0,06 %) Agnico Eagle is a classic mining company with a good balance sheet and a decent dividend history.

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In uncertain times, it is important to keep a watchlist so that you can pick up stable shares at bargain prices. I hope we go down a few more levels, another -20% would be nice, even if the short to medium-term price losses hurt.

I currently have almost 30 stocks on my watchlist, some of which are attractive in terms of price, while others are still far too high for me. I have not listed stocks that are already in my portfolio and that I would like to buy (in order of dividend amount):

Hercules Capital $HTGC (+0,78 %) or Main Street Capital $MAIN (+0,17 %)
Chevron $CVX (-0,63 %)

Vinci SA $DG (+1,02 %)
United Parcel Service $UPS (+0,01 %)
3i Infrastructure $3IN (+1,01 %)
Iron Mountain $IRM (-0,27 %)
Micro Star International $MSS
Nextera Energy $NEE (+1,01 %)
Partners Group $PGHN (+0,79 %)
Itochu Shoji $8001 (+1,35 %)
Canadian National Railway $CNR (-0,79 %)
Svenska Cellulosa $SCA B (-2,43 %)
VAT $VAT
Investor AB $IVSB
Assa Abloy $ASSA B (-1,71 %)
Linde $LIN (+0,65 %)
John Deere $DE (+1,16 %)
Landstar Systems $LSTR (+1,42 %)
Dover Corporation $DOV (+1,1 %)
Alimentation Couche-Tard $ATD (-0,47 %)
ASML $ASML (+5,41 %)
Infineon Technologies $IFX (+3,15 %)
Sherwin-Williams $SHW (+0,25 %)
Tencent $700 (-2,7 %)
Microsoft $MSFT (+0,04 %)
S&P Global Inc. $SPGI (-6,06 %) or Moody's Corp. $MCO (-4,78 %)
Visa $V (-0,91 %) or Mastercard $MA (-0,23 %)
Ferrari $RACE (+2,97 %)

Which stocks do you have on your watchlist?

#aktien
#watchlist
#crash
#stock
#market

When would you make your $SHW (+0,25 %) make your first purchase? at 330$ there is a larger support area

how do you see it

hello dear community

which stock from this sector would you currently choose?

$4063 (-0,15 %) shin etsu

$CRH (+1,31 %) cement roadstone

$SHW (+0,25 %) sherwin-williams

i know these values are not 1to1 from the same industry ;)

What are your favorites from the category "boring, but a potential S&P 500 outperformer"?

I'm talking about very simple ("boring") business models, but which you believe will beat the S&P 500 in terms of performance in the long term.

My top 3 would be:

Walmart ($WMT (-0,43 %) )

Costco ($COST (-0,55 %) )

Sherwin-Williams ($SHW (+0,25 %) )

I'm looking forward to your takes!

$SHW (+0,25 %) Sherwin Williams

Ohio-based Sherwin-Williams reported adjusted earnings of $3.37 per share for the three months ended Sept. 30, compared with analysts' average estimate of $3.54 per share, according to data compiled by LSEG. The specialty chemicals maker reported net sales of $6.16 billion for the third quarter, below estimates of $6.20 billion. Net sales in the consumer brands segment fell 7.5% to $791 million, due to weak performance in the North American home improvement market, while sales in the performance coatings segment fell slightly to $1.72 billion.

hey guys if you would make a ranking how would it turn out top 3

$STLD (+2,29 %)

$TGLS (+0,85 %)

$ODFL (+0,06 %)

$RS (+0,43 %)

$SHW (+0,25 %)

$PCAR (+0,29 %)

$CMCSA (-2,98 %)

$VALE3 (+0,35 %)

$DHI (-0,62 %)

$DSY (+2,76 %)

$MKC (+0,09 %)

My parents are close to retirement (2 years) and have a larger amount free to invest about 200 k€.

They would like to improve their small pension through dividends / interest.

My approach would be:

40 % ETF:

70 % $SPYD (+0,4 %)

20 % $SPYW (-0,09 %)

10 % $IAPD (-0,2 %)

40 % Individual shares (dividend growth)

$SHW (+0,25 %)

$XOM (-0,85 %)

$CAH (+0,91 %)

$AD (-0,43 %)

a.o.

20 % Security:

10 % Cash

10 % Call money

Steadily increasing dividends and not too much risk are important.

I look forward to your suggestions 🙌😉

Solid company, can pass on prices very well, dividend aristocrat.

First foot in the door