Hermes $RMS (+0,84 %) (very expensive 🤑 )

Ferrari $RACE (+1,12 %)

Lululemon $LULU (+1,14 %)

Just do it $NKE (+1,6 %) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (+1,52 %)

Marriott $MAR (-0,32 %)

Ulta Beaty $ULTA (+1,13 %) and/or L'Oreal $OR (-0,8 %) (much more expensive)

Mercadolibre $MELI (+0,35 %)

Texas Roadhouse $TXRH (+2,05 %)

Chipotle $CMG (+0,09 %)

Fast Retailing $9983 (+1,19 %)
(doesn't fit with the others on the list but I could imagine it as a speculative stock)

"Everything" very expensive, luxury.

I would be interested to know what your favorites are for a long-term investment?

Bear market offensive has started. From now on, every spare euro will be invested. And what could be better than a $TXRH (+2,05 %) steak 🥩 at falling prices 🍻

With this in mind... keep going 💪

With $TXRH (+2,05 %)
$CMG (+0,09 %)
$MCD (+1,05 %)
$DRI (+1,49 %)
$DPZ (+1,02 %) I have a few restaurants in my savings plan portfolio 😁

Last earnings Texas Roadhouse

• Dividend will increase by 11 % to 0.68$ increased
• Share buyback program of 500 million$

4Q 2024 4Q2023

Turnover 1.437 bn.$ 1,164 billion dollars

Net profit 115 million dollars 72 million dollars

EPS 1.73$ 1.08$

Source

https://investor.texasroadhouse.com/press-releases/press-release-details/2025/Texas-RoadhouseInc.-Announces-Fourth-Quarter-2024-Results/default.aspx

Are you in the industry and what do you have in your portfolio?

Hi folks,

I'm currently looking for a good fast (casual) food company that is a good place to start. I'm looking for small companies rather than big players like $MCD.

I have in mind especially $WING (+4,73 %) and $TXRH (+2,05 %)

what do you say?

Texas Roadhouse $TXRH (+2,05 %) is one of those stocks you like to have in your portfolio: solid growth, strong finances and a dividend that increases regularly. While many restaurant chains struggle with changing trends, TXRH sticks to its recipe for success - large portions, fair prices and a relaxed atmosphere. And the guests love it.

Financially, things are looking great: In the last quarter, +15% sales, +47% earnings per share - you don't often see figures like that in the restaurant industry. The debts? Hardly worth mentioning. In addition, there is a dividend yield of around 1.4%, which increases every year. So the company is giving its shareholders a good return.

Investor Joseph Carlson regularly raves about TXRH, and not without good reason. The share has easily outperformed the S&P 500 over the last five years. Of course, there are always risks - rising wages or weak consumer sentiment could have a negative impact. But Texas Roadhouse has so far shown that it can overcome such challenges.

Conclusion: Strong company, solid growth, reliable dividend. If you are looking for long-term quality, you could be right on the money here.

⚠️⚠️⚠️Breaking News⚠️⚠️⚠️

ATTENTION to all who have a deposit with Trade Republic, today more than 100 savings plans will be executed with me, the real offensive starts at 15.30 and can take up to 4 hours, as there may well be "massive" "failures" and "delays" during this time, I ask you to keep calm, take a deep breath and not to bombard Trade Republic customer support with inquiries. Thank you very much 😁

As far as the Ultimate Homer "ETF" is concerned, many new stocks were added in September 😁

In since September 2

🇺🇸Chipotle $CMG (+0,09 %)

🇺🇸Costco $COST (+1,47 %)

🇺🇸Domino's Pizza's $DPZ (+1,02 %)

🇺🇸Texas Roadhouse $TXRH (+2,05 %)

🇺🇸TransDigm $TDG (+1,45 %)

Newly launched today

🇺🇸Booz Allen Hamilton Holding
$BAH (+0,81 %)

🇺🇸Blackstone $BX (-0,27 %)

🇺🇸KKR & Co
$KKR (-0,27 %)

🇺🇸Vulcan Materials
$VMC (+2,07 %)

🇺🇸CSX $CSX (+0,04 %)

🇺🇸Carrier Global $CARR (+3,4 %)

🇺🇸Hilton Worldwide $HLT (+1,51 %)

🇺🇸Merck & Co $MRK (+1,8 %)

🇺🇸Moodys $MCO (+0,46 %)

🇺🇸Rollins $ROL (+0,83 %)

🇺🇸Toll Brothers $TOL (+0,21 %)

🇺🇸Watsco $WSO (+2,94 %)

🇺🇸Cardinal Health $CAH (+1,69 %)

🇺🇸Colgate Palmolive $CL (+2,63 %)

🇺🇸Emerson Electric $EMR (+0,49 %)

🇺🇸Nordson $NDSN (+2,24 %)

🇬🇧BAE Systems
$BA. (+0,31 %)

🇬🇧RELX
$REL (+0,81 %)

🇬🇧Bunzl
$BNZL (-0,59 %)

Moin Moin,

If you had the choice. How would you decide? Either $CMG (+0,09 %) buy a company that has a high P/E ratio and has already grown strongly, or $TXRH (+2,05 %) buy a company whose P/E ratio is somewhat lower and which has also grown strongly, but whose market cap is smaller?