Monday, September 7

🇺🇸 All day: U.S. – Stock markets closed (Labor Day)

🇩🇪 8:00 a.m.: Germany – Industrial Production (July)

🇪🇺 10:30 a.m.: Eurozone – Sentix Economic Expectations (September)

Tuesday, September 8

🇩🇪 8:00 a.m.: Germany – Trade Balance (July)

Wednesday, September 9

🇨🇳 3:30 a.m.: China – Consumer Prices / Inflation (August)

Thursday, September 10

🇪🇺 2:15 p.m.: Eurozone – ECB Interest Rate Decision (press conference starting at 2:45 p.m.) 🌶

🇺🇸 2:30 p.m.: U.S. – Initial Jobless Claims

🇺🇸 2:30 p.m.: U.S. – Producer Prices (August) 🌶

Friday, September 11

🇺🇸 2:30 p.m.: U.S. – Consumer Prices / Inflation (August) 🌶

🇺🇸 4:00 p.m.: U.S. – University of Michigan Consumer Sentiment (September, preliminary)

$ADBE (-0,99 %)
$ORCL (-2,56 %)
$KR (-0,52 %)
$HOFT
$CASY (+0,06 %)

Hi everyone 👋

Today I wanted to introduce a rather "boring" stock that I find quite exciting: Casey's. $CASY (+0,06 %)

🧾 Brief overview

Casey's operates over 2,500 convenience stores in the US, primarily in rural areas.

Business:

⛽ Gas stations

🛒 Convenience products

🍕 Fresh food (very important!)

💡 Investment case

1. strong local market position 🏡

Focus on smaller cities → less competition, more stable margins

2. pizza > petrol 🍕 > ⛽

The exciting point:

Casey's earns a lot of money with freshly prepared food

→ Higher margins than the traditional petrol station business

→ more like a mini-restaurant than a petrol station

3. solid growth 📈

• New stores (organic + acquisitions)
• Stable cash flows
• Relatively defensive business model

No hype, but continuous.

4. capital allocation 💰

• expansion
• smaller takeovers
• Dividend + buybacks

→ Nothing crazy, but solid implementation

⚠️ Risks

• Dependent on the US consumer
• Food costs could squeeze margins
• Valuation often "fair" rather than favorable

📊 Conclusion

For me a classic:

👉 "boring quality compounder"

Reminds me a bit of what Warren Buffett often likes:

• simple business
• understandable
• steady growth

Not a tenbagger case, but good to imagine as a long-term position.

What do you think? 🤔

Has anyone taken a closer look at Casey's $CASY (+0,06 %) already taken a closer look

Earnings next week 🗓️

$AVGO (+0,19 %)

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$AI (-0,36 %)

$ADBE (-0,99 %)

$ORCL (-2,56 %)

$M (-0,11 %)

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$RENT

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$PLAY

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$CASY (+0,06 %)

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$MAMA

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$NX (+0 %)

$ASYS (-1,31 %)

$UNFI (-0,2 %)

$FERG

$MNY

$JOUT

Little game: You can buy three food-related stocks at this point in time that will perform strongly in the future, which would be your favorites?

My favorites are:

$PEP (+0,5 %)

$DE (+0,03 %)

$CASY (+0,06 %)

long-term upward trend sought.

Hey, I am looking for companies with long term uptrend and as low volatility as possible. If possible small beta value. If possible without high P/E ratio.

Example would be $AD (-0,23 %) or $CASY (+0,06 %)

Nice value for investors with focus on dividend growth!!!