It is now slowly becoming clear who has what it takes to make good profits in the coming years.

Here are my top 30 companies by category, which I am particularly looking at in the current crash.

Some are still overvalued, others are already very attractive at the current price level.

Tier 1 (high corporate quality and strong growth)

Airbnb $ABNB (+1,41 %)

Alphabet $GOOGL (-1,34 %)

Amazon $AMZN (-0,36 %)

ASML $ASML (+0,02 %)

Axon $AXON (-2,03 %)

Cadence $CDNS (+0,52 %)

Constellation Software $CSU (-0,67 %)

Crowdstrike $CRWD (-0,45 %)

Fair Isaac $FICO (+0,61 %)

Hermes $RMS (-2,4 %)

Intuit $INTU (+0,36 %)

Intuitive Surgical $ISRG (+0,69 %)

Mastercard $MA (+1,7 %)

Meta $META (+0,27 %)

Netflix $NFLX (+3,89 %)

Microsoft $MSFT (-0,72 %)

Palantir $PLTR (+2,14 %)

Tesla $TSLA (+0,65 %)

Tier-2 (high business quality and moderate growth)

Booking $BKNG (+0,85 %)

Costco $COST (+2,66 %)

Ferrari $RACE (+1,57 %)

Moody's $MCO (-0,03 %)

MSCI $MSCI (+0,94 %)

Transdigm $TDG (+0,23 %)

Tier-3 (medium / solid corporate quality and strong growth)

Hims & Hers $HIMS (+1,78 %)

Robinhood $HOOD (+1,71 %)

Roblox $RBLX

Shopify $SHOP (+0,64 %)

Spotify $SPOT (+3,13 %)

The Trade Desk $TTD (+3,78 %)

I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.

Where are you buying?

Airbnb $ABNB (+1,41 %)

Amazon $AMZN (-0,36 %)

Axon $AXON (-2,03 %)

Cadence $CDNS (+0,52 %)

Constellation Software $CSU (-0,67 %)

Costco $COST (+2,66 %)

Crowdstrike $CRWD (-0,45 %)

Fair Isaac $FICO (+0,61 %)

Ferrari $RACE (+1,57 %)

Hermes $RMS (-2,4 %)

Hims & Hers $HIMS (+1,78 %)

Intuit $INTU (+0,36 %)

Intuitive Surgical $ISRG (+0,69 %)

Mastercard $MA (+1,7 %)

Microsoft $MSFT (-0,72 %)

Moody's $MCO (-0 %)

MSCI $MSCI (+0,94 %)

Palantir $PLTR (+2,14 %)

Robinhood $HOOD (+1,71 %)

Roblox $RBLX

Shopify $SHOP (+0,64 %)

Tesla $TSLA (+0,65 %)

The Trade Desk $TTD (+3,78 %)

Transdigm $TDG (+0,23 %)

Select a maximum of 8-10 positions from this list that have the best risk/reward ratio and are reasonably valued. Then there is a good chance of outperforming the S&P 500.

Your opinion?

ASML $ASML (+0,02 %) (semiconductor equipment)

Visa $V (+0,33 %) (payment transactions)

Mastercard $MA (+1,7 %) (payment transactions)

Moody's $MCO (-0,03 %) (credit ratings)

S&P Global $SPGI (-0,04 %) (credit ratings and indices)

Hermès $RMS (-2,4 %) (luxury goods)

Fair Isaac Corporation $FICO (+0,61 %) (credit scoring)

Coca-Cola $KO (+1,98 %) (beverages)

Apple $AAPL (+1,76 %) (consumer electronics and technology)

Nvidia $NVDA (-1,35 %) (AI and GPUs)

Also also worth mentioningbut not in the top 10:

Transdigm $TDG (+0,23 %) (aerospace)

MSCI $MSCI (+0,94 %) (financial services)

Cadence $CDNS (+0,52 %) (EDA software)

Synopsys $SNPS (-0,3 %) (EDA software)

Ferrari $RACE (+0,02 %) (luxury cars)

What do you think? Have I forgotten an interesting company / share?

$TDG (+0,23 %)

WASHINGTON (dpa-AFX) - TransDigm Group Incorporated (TDG) reported first-quarter earnings that rose from the year-ago period and beat Wall Street estimates.

The company's profit totaled 444 million dollars, or 7.62 dollars per share. In the previous year, the figure was 281 million dollars or 4.87 dollars per share.

Excluding special items, TransDigm Group Incorporated reported adjusted earnings of 456 million dollars, or 7.83 dollars per share, for the period.

Analysts on average had expected earnings of 7.74 dollars per share. The analysts' estimates generally do not include special items.

The company's turnover rose by 12.1% to 2.006 billion dollars in this period compared to 1.789 billion dollars in the previous year.

TransDigm Group Incorporated earnings at a glance (GAAP):

-Net income: $444 million compared to $281 million in the prior year. -Earnings per share: $7.62 compared to $4.87 in the prior year. -Revenue: $2.006 billion compared to $1.789 billion in the prior year.

-Forecast : Profit forecast for the full year: USD 35.51 - 37.43 Sales forecast for the full year: USD 8,750 - 8,950 million

Copyright(c) 2025 RTTNews.com. All rights reserved

https://www.finanznachrichten.de/nachrichten-2025-02/64460858-transdigm-group-incorporated-q1-profit-increases-beats-estimates-020.htm

Hello everyone, with Donald Trump and Elon Musk in office, I'm expecting volatile times ahead. I have therefore carried out a check on my portfolio to determine how solid my foundation (core) still is.

The following criteria were used for the check

Quality check

The quality check examines shares for the quality of the business model and the stability of the balance sheet

Enduring qualities

The long-term indicator checks whether share prices are constantly rising.

Outperformer check

Every investor is confronted with the question of whether to invest money passively in ETFs or in individual shares. A share should rise by more than 10% per year for an investment to be worthwhile.

KUV monster

When companies are hyped and everyone knows about the quality of a company, the return potential is usually low. The top 5% of the most highly valued shares according to the KUV criterion are problematic.

The following companies from my portfolio stood out in this regard

buy and leave.

Alphabet $GOOG (-1,33 %) Modine Manuf. $MOD (+0,71 %) Chipotle $CMG (+0,47 %)

Microsoft $MSFT (-0,72 %) Copart $CPRT (+0,58 %) Vertex $VRTX (+0,85 %)

Constellation Software $CSU (-0,67 %) Man and machine $MUM (-0,58 %)

Corcept Therap. $CORT (-2,87 %) Tetra Tech $TTI (+3,77 %) TransDigm Group $TDG (+0,23 %)

IES Holding $IES ASML $ASML (+0,02 %)

TransDigm Group has presented impressive results for the fourth quarter and full year 2024. $TDG (+0,23 %)

TransDigm Group, a leading manufacturer of aircraft components, has reported impressive results for the fourth quarter and full year 2024. Net sales increased 18% to 2.185 billion dollars in the fourth quarter, while net income increased 13% to 468 million dollars. Particularly noteworthy is the EBITDA margin, which amounted to 52.6%, exceeding expectations. These robust figures underline the company's solid market position and operational efficiency.

Outlook for the 2025 financial year

TransDigm is optimistic about the coming financial year 2025. The company is forecasting net sales of between 8.75 and 8.95 billion dollars, which corresponds to an increase of around 11.5%. Net profit is expected to rise to between 1.887 and 1.999 billion dollars. This forecast is based on the expectation of continued growth in all major markets, including the commercial OEM business, the commercial aftermarket and the defense sector. The positive outlook reflects management's confidence in the strategic direction and market opportunities.

https://www.finanznachrichten.de/nachrichten-2024-11/63752260-transdigm-aktie-ein-positives-zeichen-677.htm

CLEVELAND - TransDigm (NYSE:TDG) Group Incorporated (NYSE:TDG), a leading global designer and supplier of aircraft components, today announced a special dividend of $75.00 per share on its common stock. The Company's Board of Directors has set the record date as October 4, 2024, with the dividend payment scheduled for October 18, 2024.

Kevin Stein, President and CEO of TransDigm Group, commented on the dividend, saying that it is in line with the company's goal of achieving shareholder returns comparable to well performing private equity funds while maintaining the liquidity of a public market. He emphasized that the special dividend reflects the company's active balance sheet management and its commitment to returning capital to shareholders while maintaining financial flexibility.

TransDigm Group, through its wholly-owned subsidiaries, is known for its extensive portfolio of advanced aircraft components used in nearly all commercial and military aircraft currently in service. The company's product offering includes a wide range of components, including mechanical/electromechanical actuators, ignition systems, specialty pumps and various other advanced aerospace technologies.

CLEVELAND - TransDigm (NYSE:TDG) Group Incorporated (NYSE:TDG), a leading global designer and supplier of aircraft components, today announced a special dividend of $75.00 per share on its common stock. The Company's Board of Directors has set the record date as October 4, 2024, with the dividend payment scheduled for October 18, 2024.

$TDG (+0,23 %)

https://de.investing.com/news/company-news/transdigm-kundigt-sonderdividende-von-75-usdollar-an-und-sichert-sich-schulden-in-hohe-von-3-milliarden-usdollar-93CH-2710716

⚠️⚠️⚠️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 (+0,47 %)

🇺🇸Costco $COST (+2,66 %)

🇺🇸Domino's Pizza's $DPZ (+1,11 %)

🇺🇸Texas Roadhouse $TXRH (+1,17 %)

🇺🇸TransDigm $TDG (+0,23 %)

Newly launched today

🇺🇸Booz Allen Hamilton Holding
$BAH (+2,41 %)

🇺🇸Blackstone $BX (+1,39 %)

🇺🇸KKR & Co
$KKR (+2,01 %)

🇺🇸Vulcan Materials
$VMC (+0,47 %)

🇺🇸CSX $CSX (+2,51 %)

🇺🇸Carrier Global $CARR (+1,42 %)

🇺🇸Hilton Worldwide $HLT (+0,79 %)

🇺🇸Merck & Co $MRK (+2,91 %)

🇺🇸Moodys $MCO (-0,03 %)

🇺🇸Rollins $ROL (+1,57 %)

🇺🇸Toll Brothers $TOL (+2,37 %)

🇺🇸Watsco $WSO (+2 %)

🇺🇸Cardinal Health $CAH (-0,46 %)

🇺🇸Colgate Palmolive $CL (+2,33 %)

🇺🇸Emerson Electric $EMR (+1,17 %)

🇺🇸Nordson $NDSN (+0,3 %)

🇬🇧BAE Systems
$BA. (-1,88 %)

🇬🇧RELX
$REL (+2,41 %)

🇬🇧Bunzl
$BNZL (+1,16 %)

Buffet invests with Heico in

Aerospace & Defense

Is this the new growth sector?

I think so, which is why there is a new buy

Into a long-term runner with a considerable margin.

Profit growth of 23% is expected here by 2026.

There will be further increases:

Free cash flow: 2024: 1942

2025: 2366

2026: 2791

EbiT margin: 2024: 45.76

2025: 46,51

2026: 47,09

Earnings per share: 2024: 27.88

2025: 36,37

2026: 41,10

And thus, of course, the P/E ratio also falls

2024: 47,64. 2025: 36,09

2026: 31,49

TransDigm Group Inc (TDG - Free Report ) is a manufacturer, supplier and developer of advanced aerospace components, systems and subsystems for use in commercial and military aircraft. Rising earnings estimates, improved defense budget and strong liquidity offer a great investment opportunity in the Zacks Aerospace sector .Let's focus on the reasons that make this Zacks Rank #2 (Buy) stock an investment opportunity right now.

Growth Projections and Surprise Story

The Zacks Consensus Estimate for TDG's fiscal 2024 earnings per share (EPS) has risen 1.2% to $33.28 over the past 60 days. The Zacks Consensus Estimate for the company's total revenue in fiscal 2024 is $7.86 billion, representing year-over-year growth of 19.4%.

TransDigm Group's earnings growth (three to five years) is estimated at 20.7%. Over the last four quarters, the company delivered an average earnings surprise of 8.46%.

Solvency

TransDigm Group's net interest income (TIE) at the end of the third quarter of financial year 2024 was 2.7. The strong TIE ratio indicates that the company can easily meet its interest payment obligations in the near future.

Liquidity

The company's liquidity ratio was 3.82 at the end of the third quarter of financial year 2024, above the industry average of 1.55. The ratio, which is greater than one, shows that TransDigm is in a position to meet its future short-term liabilities without difficulty.

Rising defense budget

The Fiscal Year 2025 (FY25) budget proposal provides $850 billion in funding for the Pentagon, an increase of 1% over the amount appropriated for Fiscal Year 2024. TransDigm's products occupy a significant position in the US defense aviation market. The company has enjoyed significant growth opportunities in the defense sector in recent years due to the expansive budgetary policies of the US government and other developing countries.

Price-performance

Over the past year, TDG's shares have gained 50.7% compared to an industry-wide average return of 33.7%.