According to "Welt", companies active in construction, rail infrastructure, digitalization and the energy industry are considered to be beneficiaries of the debt pact. So-called green sectors are also likely to benefit.

A few examples:

$FAST (+0,66%) - Fastned

$ACC (+1,78%) - Aker Corp

$IOS (+2,51%) - Ionos

$KTN (-0,27%) - Kontron

$NDX1 (+2,73%) - Nordex

$BC8 (+1,37%) - Bechtle

$VOS (+0,08%) - Vossloh

$S92 (-0,63%) - SMA Solar

Despite all the debt euphoria, however, investors should bear in mind that the infrastructure companies are smaller stocks that are not without risk.

Source (excerpt) & chart: World

Tut tut tut the railroad - the British will soon be running on new tracks 🚂🚂

If you don't know what I'm referring to now, you're probably not invested in $VOS (+0,08%) invested.

Vossloh has secured an order worth €30 million for the period 2025-2027. HS2 is the second high-speed line and a flagship project in terms of passenger transport. The route between London and Birmingham will run at speeds of up to 360 km/h in the future. The journey time will be reduced from around 80 minutes to around 40 minutes.

For me, an order like this shows how good Vossloh is at what it does. Rail networks throughout Europe will be modernized in the coming years, and this requires expertise and experience. Vossloh already has this and can now boast another top project.

The course has been set for progress and there is still time to get on board. But as always: start at the platform edge. Hopefully we will soon be able to say with a clear conscience:

Vossloh is on the fast track.

PS: I already had a post weeks ago where I recommended Vossloh ;)

Is that still healthy?

It feels like you talk to work colleagues or friends about developments on the stock market every day: the bull has clearly had the upper hand in recent months - prices are soaring!

So: reason to celebrate 🥳

or is it?

This growth doesn't seem to me to be really healthy and sustainable, everyone is aware that a correction or a crash will come in the future, unfortunately my magic mussel hasn't told me when it will happen and yet I'm often on the verge of selling and waiting for the crash. Do you feel the same way or have you perhaps already sold positions strategically?

It will be interesting to see when the bear will show itself again and how far we have to slide down its hump. Who knows, maybe a few more CEOs will be shot or something.

Anyway, whatever you and I decide, I wish you a Merry Christmas. 🎄

PS: $VOS (+0,08%) Will survive any crash. I LIKE TRAINS (and tracks) 🚂🚂🚂

Vossloh achieves record sales and significant increase in EBIT in the 2023 financial year

The industrial stocks in my portfolio are gradually reporting excellent figures for 2023. $VOS (+0,08%) Strong project business in Mexico and the long-awaited higher demand in the USA. There is also a slightly higher dividend.

In addition to Vossloh, a few WABTEC $WAB (-4,06%) shares. Because where there are rails, something has to roll. Perhaps with the next setback.

https://media.vossloh.com/media/dokumente/investor_relations_1/finanzpublikationen/praesentationen/2024/Vossloh_Praesentation_GB_2023_DE.pdf

Thanks to the @Der_Dividenden_Monteur for the nomination in the series Exchange-traded companies in everyday professional life.

I (still) work in the construction industry for Deutsche Bahn. 🛤

My typical workday starts with a walk to the company car, a $F (-3,35%). If I'm not talking on my employer's $SMSD (-3,89%) cell phone ☎️ of my employer, I like to listen to podcasts or audiobooks about $SPOT (-3,06%). However, this is only via my personal phone from $AAPL (-5,6%). 📱

Since the distances to the railroad construction sites in Germany can be very long, I have to refuel every now and then, of course. With the fuel card it goes then to Aral, which as you know a company of the $BP (-6,17%) is. Recently, however, one can also fill up at $TTE (-4,24%) fill up. ⛽️

Work equipment includes the $TOSYY laptop 💻 and Office365 from $MSFT (-3,37%) 📧. On the construction site itself, of course, the personal protective equipment (PPE), partly from $MMM (-4,1%), cannot be missing. 🦺

My job is to coordinate the various companies on large construction sites. The rails come from $VOS (+0,08%), the signaling technology from $SIE (-5,46%) or $HO (+0,73%), $HON (-3,81%) manufactures track vacancy detection systems, to name just a few examples. All kinds of construction companies are of course also bustling about on the construction sites: e.g..$STR (-1,58%), $BFLBY (+4,8%) or $HOT (-0,65%).

For a good coffee ☕️ or a burger 🍔 it goes now and then to $MCD (-2,69%)if there is a branch in the vicinity. Unfortunately, it is all too often the gas station Bockwurst or the brought stulle. If the workday is really long, it also goes times in the supermarket to a can of $SBUX (-4,74%) or $MNST (-3,11%) to buy.

I nominate @godividend and @tim1 in the hope that they haven't had their turn yet.

#boersengehandelteralltag