Even in uncertain times like these, there are reliable stocks: with strong growth and stable dividends. Here are the best stocks from the Stoxx Global 1800.
Excluded were:
1. liabilities/total capital > 70%
2. negative EPS development in the last 5 years and those where analysts see a negative development in the next few years
3. KCV > 20
4. p/e/earnings growth > 5
5. companies that have canceled or cut dividends in the last 25 years
I'll name a few of the remaining companies here and maybe there are some that you don't know yet. Of course, these include companies such as Caterpillar, Chevron, Henkel, Munich Re, Merck and Union Pacific. They are well known. The following stocks are stable, established companies, so please don't expect any tenbagger opportunities in the next 10 months ;)
Armaments:
BAE Systems $BA. (-1,81 %)
If Europe wants to build a missile defense shield, there is no way around BAE Systems: the British armaments group was formed 26 years ago from the merger of British Aerospace and telecommunications supplier Marconi. BAE is building the Eurofighter Typhoon fighter aircraft with Airbus, and the company is also developing a new nuclear submarine for the Royal Navy. Since Russia's attack on Ukraine, the British company's order backlog has been growing and CEO Woodburn has raised the profit outlook for this year.
General Dynamics $GD (+0,33 %)
The German Armed Forces are receiving new ambulances: 80 so-called Eagle V 6x6s from the US armaments company General Dynamics. However, the Virginia-based company is best known for its Fighting Falcon F-16 fighter aircraft, which was launched in 1978 and is one of the most widely used military jets in the world. However, the fact that General Dynamics has recently surprised with positive sales and profit figures is due to its submarine division: the US Department of Defense significantly increased an existing order.
Construction
Ackermans & van Haaren $ACKB (-0,46 %)
The deepening of the Elbe near Hamburg is controversial, but the marine technology company Deme, the highest-revenue subsidiary of the Belgian conglomerate Ackermans & van Haaren, continues to dig. Deme is also involved in the construction of offshore wind farms and gas pipelines. Ackermans & van Haaren is also active in banking and the energy sector. The company's coffers are well filled and the profit prospects are intact.
Assa Abloy $ASSA B (+0,47 %)
If you have never heard of Assa Abloy, you should look out for the manufacturer of security doors. It often bears the name of the Swedish company, which claims to be the world market leader for security and access systems. Assa Abloy regularly strengthens its position with acquisitions - twelve in the past few years. The Group can afford this, as can the rising dividend.
Idex $IEX (+1,1 %)
Without water pumps from Godiva, many firefighters would quickly be left high and dry. The pumps from the US company Idex are installed in fire engines worldwide, but also in aircraft, for example. With the purchase of Micro-Lam, Idex is strengthening its optical systems division in order to win the defense industry as a customer. The share has recently been under pressure.
Pharmaceuticals
Novartis $NOVN (+0,7 %)
At the beginning of September, things went from strength to strength at the Swiss pharmaceutical group: first the healthcare giant from Basel secured the worldwide license for a new Parkinson's drug, then access to several new cardiovascular drugs from China. Both therapies have the potential to generate billions in sales in the near future. Novartis can also be satisfied with its own developments: according to initial studies, the Swiss company is on the trail of an active ingredient that should help against Sjögren's syndrome, a common rheumatic disease. But Novartis is also under the threat of US tariffs. Novartis generates around 40 percent of its total sales, approximately 17 billion euros, in the USA. To avoid the additional burden, the company is investing in seven new production facilities there.
Industry
Kurita Water $6370 (+3,02 %)
The fact that astronauts on the ISS space station have clean water is mainly thanks to the Japanese company Kurita Water. The company specializes in water treatment, develops systems and chemicals for this purpose and uses them to build self-sufficient water systems - a business with good prospects. Kurita Water also scores with stable finances and a rising dividend.
SGH $SGH (+0 %)
Under the umbrella of the Australian conglomerate SGH (formerly Seven Group Holdings), there is a strange mix: on the one hand, SGH sells construction machinery, building materials and energy. On the other hand, the Chairman of the Supervisory Board, Kerry Stokes, is something of a second Rupert Murdoch thanks to his shares in the media group Seven West Media. SGH has doubled both its profit and turnover since 2020.
Spirax $SPX (+2,24 %)
The highly upgraded steam systems from Spirax (formerly Spirax-Sarco) are used in almost all industries and sectors. However, the most promising segment is "electrical heating solutions". Here, Spirax is developing CO2-free systems for gas-powered steam power plants, for example. Spurred on by the business prospects, the share price jumped - but the price is still below the value targeted by analysts.
Source: Capital Magazine