1Semana·

Buyback candidates

Hello dear community,

I still have some cash to invest and would like to add 3 of the following shares from the list.

Which one would you choose?

at the top is still $6367 (-1,28 %) (daikin)

MANY thanks for your opinions schonmal💪🏼🙏🏼

23 Comentarios

TomTurboInvest@TomTurboInvest

1Semana

Unfortunately, I've never dealt with all these titles, so I can't give an assessment - have you looked at the charts, that would at least be my guide to choosing.

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Memo0606@Memo0606

1Semana

@TomTurboInvest unfortunately i don't know much about charting :(
maybe there is something interesting for you :)

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TomTurboInvest@TomTurboInvest

1Semana

@Memo0606 since I'm on vacation this week, I'll take a look 👍
I've often found good inspiration on GQ!

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Memo0606@Memo0606

1Semana

@TomTurboInvest super thanks
maybe i have patience to wait for you and your chart analysis :)

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Memo0606@Memo0606

1Semana

@Memo0606 I meant before I buy hahah don't get me wrong

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John@Transporter

1Semana

I only have 1 of the stocks shown in my portfolio and that is Shin-Etsu. I will also be adding to it soon. In general, I plan to further increase my exposure to Japan this year.

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Memo0606@Memo0606

1Semana

@Transporter daikin also seems to be grossly undervalued...
i think shin etsu would also be a good buy
i am spoiled for choice ...
but shin etsu are you also convinced for the future?

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John@Transporter

1Semana

@Memo0606 Definitely, otherwise I wouldn't want to top up. The order is placed at 23.50 on the Frankfurt Stock Exchange. Now that the USA is no longer a reliable partner, at least for the next few years, and I want to diversify further geographically, Japan is generally an obvious choice. The share culture in companies is changing, people are more open to it and you can find a lot of quality at reasonable prices. It's not for nothing that Buffett is also expanding his commitment there. You certainly can't go wrong with Daikin either. Air conditioning and refrigeration technology will be needed more and more in the coming decades and the company will certainly develop well accordingly.

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Memo0606@Memo0606

1Semana

@Transporter i'll wait until the amis open and then i'll see what i do :) thanks
diversification is also a reason to buy japan stocks and european stocks
have too much usa

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Memo0606@Memo0606

1Semana

@Transporter for example, I am considering selling $ZTS

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John@Transporter

1Semana

@Memo0606 Veterinary medicine has actually always done well and Zoetis and Idexx Lab are both good companies. The question in the USA is whether the recession will really come and whether people will then have less money in their pockets. They could then save on pets, which in turn could have an impact on the above-mentioned shares. I find the share interesting. If it were in my portfolio, I would definitely hold it. However, a new run is not currently on the cards for me.

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Memo0606@Memo0606

1Semana

@Transporter maybe you can take a quick look at my portfolio and see what you would sell if necessary
I would like to reduce the size of my portfolio

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John@Transporter

1Semana

@Memo0606 In general, it's difficult for me to give an assessment because I don't know what your strategy and investment horizon look like. And then it always has something to do with the subjective evaluation or there must have been a reason why you bought the stocks at the time. So I can only give you a few thoughts of my own. Microsoft, Visa, Air Products, Caterpillar, J&J, TSMC are great, you can hold them until you retire. Some stocks like Neurocrine, O'Reilly, Manhattan Association or MongoDB don't mean anything to me. I only ever hear a stock like Occidental in connection with Warren Buffett. If it has to be an oil stock, I would always bet on one of the market leaders. If it's because of potential trends such as carbon capture, then it's a bet and I personally wouldn't invest in it. Fortescue would also be a candidate for me. If commodities then Rio or BHP. Prysmian as the market leader can be done and will certainly always be needed. I also had Edwards once, but sold it. It's not really going anywhere and there are no dividends. If I remember correctly, Caci is heavily dependent on government/military contracts. Wouldn't be for me either. The Trade Desk has come back strongly but is still expensive. It may rise again, but is it a stock for the ages? Maybe that will help you a little, otherwise I've wasted about 60 seconds of your time :)

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Memo0606@Memo0606

1Semana

@Transporter thank you very much that helps me a lot
fortescue would also be a target for me...
i would like to buy the following stocks with the capital released from the fortescue sale:
Shin etsu
daikin
mongo db
ufpt
MSCI inc
let's see when the amis open

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Memo0606@Memo0606

1Semana

@Transporter which stocks do you currently find very attractive?

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John@Transporter

1Semana

@Memo0606 You mean in general? I've only added to existing positions this year and haven't added any new ones so far. I don't find the USA attractive due to the current political situation, otherwise I would have been itching to buy an Amphenol at 50 last week. I would also be interested in Marsh McLennan soon.

This month I topped up Rio Tinto, Legal & General and Ares Capital at target value. I was able to buy them all below cost price. The Shin-Etsu order is currently still open. Reckitt is also not yet at target size. I deliberately have a fairly large holding in consumer staples.

Otherwise, as I said, the future focus is on Japan for the time being. This includes Fanuc, Komatsu as a counterpart to Caterpillar and the large trading houses in which Buffett is also invested. Tokyo Metro is certainly also a stable stock with a stable business model. You mentioned Daikin, which will certainly continue to grow and earn well.

Let's see what happens. Despite the purchases, I still have a buffer, but I don't have to pump all my money into the market now. I may also save for the next few months.

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Ver todas las 3 respuestas adicionales

Jan K.@Jank86

1Semana

what fair value did you calculate for each of these and what's your discount rate?

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Memo0606@Memo0606

1Semana

@user250b43bdb9764a62 i dont know

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Jan K.@Jank86

1Semana

@Memo0606 how about you figure that out and then ask for advice on the calculation or do you want us to calculate the fair value of everyone of your holdings?

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Memo0606@Memo0606

1Semana

@user250b43bdb9764a62 i only want a opinion

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