I sold the dividend king Stanley B&D. It was not bad in the meantime with a price gain of almost 20% and 4-5%, but I sold the stock with a 7% gain.

I don't think the share will do well in the future, as retailers will also buy less here.

I'd rather invest this money in other shares 😉

What do you think of the company?

It has a relatively low weighting in my portfolio as I think it is currently too expensive.

I look forward to your opinion 😊📈

Hello dear community,

In view of the fact that there are now a lot of newcomers on the platform, I've created a graphic, typical of social media, to give you an overview of stocks that not everyone may have on their radar. It goes without saying that you can't know your way around every sector. But we have come together here in the community for a solid exchange.

But since we're here on Getquin and not on Instagram, here's some input for the inquisitive.

What do the companies do anyway?

Service providers:

On the service provider side, there are some rather atypical companies for the sector.

Here I have Friedrich Vorwerk $VH2 (-15,16 %) Vinci $DG (-5,04 %) , Ferrovial $FER , Bilfinger $GBF (-13,52 %) and Jacobs Solutions $J (-5,61 %) are listed here.

Their main focus is the background work on the properties themselves. They support the companies in planning, realization, construction and maintenance. They work decentrally in regional working groups to cover the breadth of the industry. They offer almost every service for an industrial company.

The established elite

If you want to invest in the hydrogen sector, all roads lead to the giants Linde $LIN (-5,56 %) Air Products $APD (-6,2 %) and Air Liquide $AI (-0,98 %) . Their market power in the field of industrial gases and in today's market environment of commercial hydrogen production seems irrefutable. Their know-how in the gaseous material production segment has been tried and tested for decades and the processes are almost perfectly optimized. Each company also has its own engineering divisions, making them perfectly positioned for the future in electrolyzer development.

The established newcomers

With plenty of money in their pockets, the oil companies Shell $SHEL (-7,19 %) Total $TTE (-6,71 %) and BP $BP. (-8,86 %) are also entering the segment. Oil is finite, but the business should not be. These companies are also experienced in dealing with hydrogen. Hydrogen is an essential component in the refinery process. In order to become less dependent on the big 3, new market areas are also being explored here. Will they be able to prove themselves?

Speculative titles

Never anything but expenses. Years of hype and yet a harsh reality hit the small fish in the shark tank surrounding the segment. Nel $NEL (-3,71 %) Plug Power $PLUG (-0,91 %) and Ballard $BLDP (-1 %) are long-suffering. They have never been able to deliver even remotely profitable figures. On the contrary, things seem to be getting worse quarter after quarter. Only turnover is increasing. Can that ever be good?

Plant engineering and equipment

Of course, in a globalized world, you no longer take care of the entire value chain from A-Z. Every company specializes in its own segment. The long-term beneficiaries of the industry are therefore the equipment suppliers, because they have to develop the technical foundations for every innovation in order to survive in the vastness of globalization.

The plant manufacturers

They manufacture the physical parts for the process plants.

Examples of this are Voestalpine $VOE (-6,8 %) , Atlas Copco $ATCO B or Sulzer $SUNE .

The suppliers

The transportation of substances is also part of this. Material transport in industry, but also at home, for example in water pipes, is ensured by pumps (for liquids) or compressors (for gases). Established brands here are KSB $KSB (-8,2 %) , Xylem $XYL (-4,99 %) , Gorrman-Rupp $GRC (-3,91 %) but also as a complete supplier Chart Industries $GTLS (-6,64 %) or SKF $SKF B (-6,83 %) or for specialized tools Stanley B&D $SWK (+0,31 %) .

Process control is also indispensable. Brands such as Siemens $SIE (-7,45 %) ABB $ABBN (-4,6 %) or Rockwell $ROK (-4,27 %) and Parker $PH (-6,33 %) have established themselves here. They not only supply the electronic equipment for the process systems. They also offer their software services as safety services so that safety in process control can always be guaranteed.

I hope I have given you a little insight into the industry and would be delighted to receive constructive feedback.

#wasserstoff
#h2
#hydrogen

Servus my dears ✌️☺️

Social Media , curse and blessing at the same time 😁 on the one hand you can exchange experiences and on the other hand there are people who know everything better and are clairvoyants and can tell you 100% with which strategy you will achieve the best return 😂

Since there has been in recent times at getquin again and again propaganda against the dividend strategy😁 and today #dividendsthursday I wanted to summarize my aristocrats and possible candidates for the future where I myself am invested. ☺️👍

If you discover the dividend strategy for yourself then it is important to buy shares that annually increase the dividend or at least not lower, and there are 80% actually only stocks from the USA in question 😁👍

My Aristocrats ☺️👍

Consumption

Coca-Cola $KO (-3,58 %)

• Dividend yield 2.80%
• Increasing for 61 years
• Pay-out Free-CF 86%

Procter & Gamble $PG (-4,13 %)

• Dividend Yield 2.38
• Increases for 67 years
• Pay-Out Free-CF 74.6%

Colgate-Palmolive $CL (-2,97 %)

• Increases for 60 years
• Dividend Yield 2.46
• Pay-Out Free-CF 84.8%

Kimberly-Clark $KMB (-2,69 %)

• Dividend Yield 3.24
• Increasing for 51 years
• Pay-Out Free-CF 68%

Diageo $DGE (-1,41 %)

• Dividend yield 2.10%
• Increases for 36 years
• Pay-Out Free-CF 85.7%

Altria $MO (-2,25 %)

• Dividend Yield 7.97%
• Increases for 53 years
• Pay-Out Free-CF 82.7%

British American Tobacco $BATS (-4,36 %)

• Dividend Yield 7.36
• Increases for 25 years
• Pay-Out Free-CF 59.7%

McDonald's $MCD (-4,77 %)

• Dividend Yield 2.00%
• Increases for 47 years
• Pay-Out Free-CF 113.5%

Finance

Franklin Resources $BEN (+0,86 %)

• Dividend Yield 4.51
• Increasing for 32 years
• Pay-Out Free-CF 41.1%

T. Rowe Price $TROW (-3,4 %)

• Dividend Yield 4.44
• Increasing for 37 years
• Pay-Out Free-CF 52.7%

Old Republic $ORI (-6,47 %)

• Dividend Yield 7.86%
• Increases for 42 years
• Pay-Out Free-CF 50.1%

Aflac $AFL (-8 %)

• Dividend yield 2.48%
• Increases for 40 years
• Pay-Out Free-CF 26%

Pharma/Healthcare

Johnson & Johnson $JNJ (-3,01 %)

• Dividend yield 2.78
• Increasing for 61 years
• Pay-out Free-CF 85.3%

Energy/Oil

Chevron $CVX (-8,09 %)

• Dividend yield 3.48
• Increasing for 35 years
• Pay-out Free-CF 28.4%

Consolidated Edison $ED (-1,9 %)

• Dividend Yield 3.21%
• Increases for 49 years
• Pay-Out Free-CF 100%

UGI Corporation $UGI (-3,52 %)

• Dividend Yield 4.34%
• Increases for 36 years
• Pay-Out Free-CF 125.2%

Real Estate

Realty Income $O (-2,42 %)

• Dividend Yield4.89%
• Increasing for 28 years
• Pay-Out Free-CF 77.3%

National Retail Properties $NNN (-2,37 %)

• Dividend Yield 5.18%
• Increases for 33 years
• Pay-Out Free-CF 68.3%

W.P. Carey $WPC (-2,86 %)

• Dividend Yield 5.91%
• Increases for 27 years
• Pay-Out Free-CF 99.1%

Essex Property Trust $ESS (-7,17 %)

• Dividend Yield 4.33%
• Increases for 28 years
• Pay-Out Free-CF 58.4%

IT

IBM $IBM (-5,4 %)

• Dividend yield 5.24
• Increasing for 27 years
• Pay-out Free-CF 64.2%

Industry

3M $MMM (-8,14 %)

• Dividend yield 5.80%
• Increasing for 65 years
• Pay-out Free-CF 81.4%

Air Products and Chemicals $APD (-6,2 %)

• Dividend yield 2.31
• Increased for 41 years
• Pay-Out Profit 62.8%

Caterpillar $CAT (-4,89 %)

• Dividend yield 2.22
• Increases for 29 years
• Pay-Out Free-CF 48.4%

Ecolab $ECL (-1,96 %)

• Dividend yield 1.28%
• Increases for 36 years
• Pay-Out Free-CF 55.3%

Stanley Black $SWK (+0,31 %)

• Dividend Yield 4.13%
• Increases for 56 years
• Pay-Out Free-CF 100%

Emerson Electric $EMR (-7,7 %)

• Dividend Yield 2.51%
• Increases for 66 years
• Pay-Out Free-CF 51.6%

Archer-Daniels-Midland $ADM (-8,23 %)

• Dividend Yield 2.14%
• Increases for 48 years
• Pay-Out Free-CF 55.2%

Nucor $NUE (-6,22 %)

• Dividend yield 1.40%
• Increases for 31 years
• Pay-Out Free-CF 7.6%

Leggett & Platt $LEG (-2,07 %)

• Dividend Yield 5.68
• Increases for 52 years
• Pay-Out Free-CF 70.1%

Utilities

Essential Utilities $WTRG (+0,82 %)

• Dividend yield 2.62
• Increasing for 31 years
• Pay-out Free-CF 100%

Logistics

C. H. Robinson $CHRW (-3,5 %)

• Dividend yield 2.51
• Increasing for 26 years
• Pay-Out Free-CF 17.6%

Future potential aristocrats

Apple $AAPL (-6,8 %)

• Dividend yield 0.56%
• Increasing for 10 years
• Pay-Out Free-CF 15.1%

Microsoft $MSFT (-2,36 %)

• Dividend Yield 0.88%
• Increases for 19 years
• Pay-Out Free-CF 33.8%

Broadcom $AVGO (-5,25 %)

• Dividend Yield 2.82%
• Increases for 11 years
• Pay-Out Free-CF 44.3%

Qualcomm $QCOM (-7,67 %)

• Dividend Yield 2.63%
• Increases for 19 years
• Pay-Out Free-CF 42.1%

Texas Instruments $TXN (-7,04 %)

• Dividend Yield 2.91%
• Increases for 19 years
• Pay-Out Free-CF 99.6%

Kellogg $K (+0,19 %)

• Dividend Yield 3.43%
• Increases for 18 years
• Pay-Out Free-CF 69.1%

Verizon $VZ (-4,51 %)

• Dividend Yield 7.04%
• Increases for 18 years
• Pay-Out Free-CF 71.2%

MetLife $MET (-8,48 %)

• Dividend Yield 3.39
• Increases for 10 years
• Pay-Out Free-CF 13.7%

Starbucks $SBUX (-6,28 %)

• Dividend Yield 1.83%
• Increased for 12 years
• Pay-Out Free-CF 63.2%

KDDI $9433 (+3,82 %)

• Dividend Yield 3.24
• Increases for 20 years
• Pay-Out Free-CF 21.5%

Pfizer $PFE (-4,59 %)

• Dividend Yield 4.17%
• Increases for 12 years
• Pay-Out Free-CF 30.8%

Bristol-Myers Squibb $BMY (-3,51 %)

• Dividend Yield 3.26%
• Increases for 15 years
• Pay-Out Free-CF 39.4%

JPMorgan $JPM (-7,37 %)

• Dividend Yield 2.96%
• Increases for 12 years
• Pay-Out Free-CF 29.1%

Visa $V (-6,9 %)

• Dividend yield 0.72%
• Increases for 14 years
• Pay-Out Free-CF 19%

Nike $NKE (+3,05 %)

• Dividend Yield 1.04%
• Increases for 20 years
• Pay-Out Free-CF 53.1%

Lockheed Martin $LMT (-3,69 %)

• Dividend Yield 2.51
• Increases for 20 years
• Pay-Out Free-CF 47.4%

Home Depot $HD (+0,24 %)

• Dividend Yield 2.70%
• Increases for 12 years
• Pay-Out Free-CF 69%

Oracle $ORCL (-5,9 %)

• Dividend Yield 1.45
• Increases for 13 years
• Pay-Out Free-CF 51.7%

Waste Management $WM (-4,02 %)

• Dividend yield 1.62%
• Increases for 19 years
• Pay-Out Free-CF 55.9%

Union Pacific $UNP (-3,99 %)

• Dividend Yield 2.72%
• Increases for 16 years
• Pay-Out Free-CF 58.6%

BlackRock $BLK

• Dividend Yield 3.02%
• Increases for 13 years
• Pay-Out Free-CF 60.7%

What aristocrats do you have in your portfolio that I haven't mentioned here yet and which stocks do you see a chance to become an aristocrat in the future?

Thanks a lot ✌️☺️

Source:

https://aktienfinder.net/

Yes, I believe in the turnaround, despite the current problems.

2nd tranche

Deposit transfer

Quarterly figures from 27.10.2022...

Amazon, Apple 📉🔥💥, T-Mobile US , Intel 📈❤️⤵️

In the post earlier today, yes some numbers were announced:

https://app.getquin.com/activity/PkJeFBqydK?lang=de&utm_source=sharing

Let gladly again a Like there, would be very pleased, as the morning posts also a lot of effort. I currently plan these also further expand with links, etc. But I still need some time for that. But now to the numbers from today:

$INTC (-10,9 %)
Intel:

Beats analyst estimates of $0.34 in the third quarter with EPS of $0.59. Revenue of $15.3 billion below expectations of $15.43 billion. Intel with downside guidance for the fourth quarter. Sees EPS of $0.20 (consensus $0.68) and revenue of $14-15 billion (consensus $16.43 billion).

$AMZN (-3,47 %)
Amazon:

Beats analyst estimates of $0.22 in the third quarter with EPS of $0.28. Revenue of $127.1 billion below expectations of $127.76 billion. Amazon with downside guidance for the fourth quarter. Sees revenue of $140-148 billion (consensus $155.37 billion).

$AAPL (-6,8 %)
Apple:

Apple fourth quarter earnings per share of $1.29 beat analyst estimates of $1.26. Revenue of $90.1 billion beat expectations of $88.76 billion. Apple iPhone sales in fourth quarter at $42.6 billion (consensus estimate $43.4 billion, prior year $38.9 billion). Apple Mac revenue in the fourth quarter at $11.5 billion (consensus estimate $9.4 billion, prior year $9.2 billion). Apple wearables revenue in the fourth quarter at $9.7 billion (consensus estimate 9.0 billion, previous year 8.8 billion). Apple iPad revenue in the fourth quarter at $7.2 billion (consensus estimate $7.8 billion, prior year $8.3 billion). Apple service revenue in the fourth quarter at $19.2 billion (consensus estimate $20.4 billion, prior year $18.3 billion).

$TMUS (-7,33 %)
T-Mobile US:

Beat analyst estimates of $0.39 in third quarter with earnings per share of $0.40. Revenue of $19.48 billion below expectations of $20.02 billion.

$S92 (-5,01 %)
SMA Solar:

Raises earnings forecast for current year and now expects Ebitda of 60-75 million euros ahead of 10-60 million previously.

Reasons for the forecast increase are the continued high order intake and a gradually improving supply of electronic components. In addition, a special effect in the lower double-digit million euro range from a real estate sale had a positive impact on earnings in the third quarter. (Had just sold at 62€)

$WDC (-11,03 %)
Western Digital:

Missed analyst estimates of $0.41 in the first quarter with earnings per share of $0.20. Revenue of $3.74 billion exceeded expectations of $3.64 billion.

$MA (-7,72 %)
MasterCard:

Third-quarter earnings per share of $2.68 beat analyst estimates of $2.57. Revenue of $5.8 billion exceeded expectations of $5.65 billion.

$TTE (-6,67 %)
TotalEnergies SE:

Missed analyst estimates of $3.99 in the third quarter with earnings per share of $3.83. Revenue of $64.92 billion below expectations of $79.43 billion.

$TROW (-3,4 %)
T. Rowe Price Group Inc:

Third-quarter earnings per share of $1.86 beat analyst estimates of $1.85. Revenue of $1.59 billion exceeded expectations of $1.55 billion.

$MO (-2,25 %)
Altria Group Inc:

Missed analyst estimates of $1.30 in the third quarter with earnings per share of $1.28. Revenue of $6.55 billion exceeded expectations of $5.6 billion.

$CMCSA (-5,53 %)
Comcast Corp. Class A:

Third-quarter earnings per share of $0.96 beat analyst estimates of $0.90. Revenue of $29.85 billion exceeded expectations of $29.75 billion.

$MCD (-4,77 %)
McDonald's Corp:

Surpassed analyst estimates of $2.59 in third-quarter earnings per share of $2.68. Revenue of $5.87 billion exceeded expectations of $5.72 billion.

$SWK (+0,31 %)
Stanley Black & Decker Inc:

Third-quarter earnings per share of $0.76 beat analyst estimates of $0.72. Revenue of $4.1 billion exceeded expectations of $4 billion.

$CAT (-4,89 %)
Caterpillar Inc:

Beats analyst estimates of $3.17 in the third quarter with earnings per share of $3.95. Revenue of $15 billion beats expectations of $14.15 billion.

$MRK (-4,87 %)
Merck & Co. Inc:

Beats analyst estimates of $1.75 in the third quarter with earnings per share of $1.85. Revenue of $15 billion beats expectations of $14.07 billion. Merck & Co raises outlook to 2022 and sees revenue at $58.5 billion to $59.0 billion (previously: $57.5 billion to $58.5 billion) and adjusted earnings per share at $7.32 to $7.37 (previously: $7.25 to $7.35).

$LIN
Linde:

Reports Q3 sales of $8.8 billion (PY: $7.68 billion, analyst forecast: $8.34 billion), operating profit of $1.6 billion (PY: $1.3 billion) and adjusted net profit of $1.55 billion (PY: $1.42 billion, forecast: $1.47 billion). In the 2022 outlook, Linde expects adjusted earnings per share of $11.93 to $12.03 (previous: $11.73 to $11.93).

$BEI (-0,89 %)
Beiersdorf:

Posts Q1-3 sales of €6.7 billion (organic +11.1%), Consumer business segment sales growth to €5.4 billion (organic +11.7%), organic growth across all brands: NIVEA +10.8%, Derma +25.3%, La Prairie +5.5%, Healthcare +12.8%; the tesa business segment achieved sales of €1.3 billion, organic +8.3%. Beiersdorf expects organic sales growth for tesa of between 7% and 9% for the full year 2022. The operating EBIT margin of the current business excluding special items is expected to be only slightly below the previous year, despite high raw material and transport costs.

$KU2
KUKA:

Achieves Q1-3 order intake of €3.68 billion (PY: €2.69 billion), sales of €2.76 billion (PY: €2.35 billion), Ebit of €80.9 million (PY: €45.5 million), Ebitda of €174.3 million (PY: €137.2 million) and profit after tax of €66.7 million (PY: €29.8 million). KUKA is adjusting its guidance for the financial year 2022. Orders received will exceed €3.9 billion (more than 10% above the previous year's figure). Sales will be above €3.6 billion (more than 10% above the previous year's figure). The EBIT margin guidance is substantiated and will be around 3.0%.

$ULVR (-3,5 %)
Unilever:

Raises its sales guidance again. Organic growth of more than 8% is now expected for the full year (previously: 4.5 to 6.5%).

$MTX (-9,58 %)
MTU:

Reports Q3 revenues of €1.349 billion (PY: €1.004 billion, analyst forecast: €1.315 billion), Ebit (adjusted) of €158 million (PY: €117 million, forecast: €153 million), Ebit margin of 11.7% (PY: 11.7%, forecast: 11.6%) and net profit (adjusted) of €113 million (PY: €85 million, forecast: €111 million). In its outlook for 2022, the company now expects revenue of €5.4 to €5.5 billion (forecast: €5.282 billion) and an increase in EBIT (adjusted) in the low 30 percent range.

$HFG (-6,83 %)
HelloFresh:

Achieves Q3 revenues of €1.86 billion (PY: €1.42 billion, analyst forecast: €1.8 billion), Ebitda (adjusted) of €71.8 million (PY: €79.8 million, analyst forecast: €75.6 million) and Ebitda margin (adjusted) of 3.9% (PY: 5.6%). The number of active customers was reported at 7.51 million (previous year: 6.94 million, forecast: 7.5 million), the number of orders at 29.03 million (previous year: 27.59 million).

$NEM (-5,47 %)
Nemetschek:

Achieves Q3 revenues of €202.8 million (PY: €169.3 million, analyst forecast: €199 million), Ebitda of €62.9 million (PY: €54.4 million, forecast: €62 million), Ebitda margin of 31.0% (PY: 32.1%, forecast: 31.1%) and net profit of €38.8 million (PY: €34.2 million, forecast: €36.4 million). Outlook for 2022 confirmed.

$KGX (-13,09 %)
KION:

Achieves revenue of €8.24 million in 1Q to 3Q. Quarter: revenue of €8.24 billion (PY: €7.5 billion, analyst forecast: €8.1 billion), order backlog of €7.7 billion (end of 2021: €6.66 billion), EBIT margin of 2.6% (PY: 9.2%, forecast: 2.3%), Ebit (adjusted) of €210.6 million (PY: €691.1 million, forecast: €189 million) and net profit of €66.9 million (PY: €430.8 million, forecast: €35 million). Kion intends to withdraw completely from Russian business. Outlook confirmed.

$LHA (-6,02 %)
Lufthansa:

Reports Q3 revenue of €10.06 billion (PY: €5.20 billion, preliminary: €10.1 billion), Ebit (adjusted) of €1.132 billion (PY: €251 million), adjusted free cash flow of €410 billion (PY: €43 million, preliminary: €400 million) and net profit of €809 million (PY: -72 million). In the outlook, the company sees itself on track to achieve medium-term targets for 2024.

$SOW
Software AG:

Posts Q3 revenue of €221.4 million (PY: €198 million, analyst forecast: €225 million), Ebita margin of 16.6% (PY: 16.8%, forecast: 13.9%), Ebita (adjusted, organic) of €35.3 million (PY: €33.3 million, forecast: €31.3 million) and net loss of €10.8 million (PY: €16.3 million). Outlook for 2022 confirmed.

$WCH (-7,57 %)
Wacker Chemie:

Achieves Q3 sales of €2.13 billion (€1.66 billion, analyst forecast: €2.13 billion), Ebitda of €457 million (PY: €449.6 million, forecast: €499.3 million) and net profit of €258.9 million (PY: €264.5 million, forecast: €291.1 million). In its outlook for 2022, the company now expects Ebitda in the range of €2.1 to €2.3 billion (previous: €1.8 to €2.3 billion) and revenues unchanged in the range of €8.0 to €8.5 billion.

$AIXA (-7,39 %)
Aixtron:

Achieves Q3 revenues of €88.9 million (PY: €130.8 million, analyst forecast: €127.7 million), order intake of €142.8 million (PY: €114.2 million), EBIT of €16.2 million (PY: €36.2 million, forecast: €30.8 million) and net income of €19.1 million (PY: €31.4 million). In the outlook for 2022, Aixtron raises its order intake guidance from €540 to €600 million (previously: €520 to €580 million).

#amazon
#intel
#tmobile
#unilever
#lufthansa
#hellofresh
#linde
#quartalszahlen
#news
#newsroom
#aktien
#aktientipps
#community
#communityfeedback
#lernen

I have always looked at them (analyzed them for myself) and was always bothered by the fact that they have more intangible assets than equity. That's always a warning sign for me, since intangible assets (I like to call them "air") always have a potential depreciation risk.

For pure digital companies where the source code can be really valuable (Alphabet, Microsoft, ...) this can be okay, but even for these digital companies intangible assets only represent 10%-30% of equity and not 116% like Stanley Black & Decker. And SBD does make "real things", then they should have "real assets" on the balance sheet and not just air.

And otherwise the P/E ratios were just too high for me, especially compared to other tool manufacturers, so I never bought SBD. But from the rest of the fundamentals, SBD basically looks good and if the P/E ratios now get into affordable options, you can take another look at the stock (if you want to accept risk of intangible air).