Hello getquin community,

In the past few days, I’ve restructured my portfolio, focusing on companies with strong fundamentals, active buyback programs, and long-term strategies aimed at sustainable growth.

Here’s a breakdown of my latest moves 👇

💊 Novo Nordisk $NOVO B (-2,14%)

Following the recent market drop, I still see Novo Nordisk as an excellent company. Its restructuring plan focuses on cost reduction, revenue stability, and a lower debt level compared to 2024. The ongoing buyback program reinforces confidence in the company’s long-term outlook.

💳 PayPal $PYPL (-3,27%)

I increased my position after a strong quarterly report and the announcement of new strategic partnerships. I expect substantial revenue growth in the coming years. The company maintains a very low debt level and has a solid buyback plan in place.

💉 Merck & Co. $MRK (+1,52%)

I’ve also increased my stake here. Earnings are growing, margins remain strong, and cash flow is excellent. Merck continues to support shareholder value through its buyback program and disciplined financial management.

📶 Verizon $VZ (+0,68%)

I added to my position despite the recent drop, which I see as unjustified given the solid quarterly results. The dividend yield is attractive and sustainable. Debt remains high relative to equity, but it’s steadily declining. The only downside is the continuous, even if small, issuance of new shares.

🎬 Comcast $CMCSA (+0,56%)

I increased my holdings after the stock fell despite a quarterly report that was broadly in line with expectations. At current prices, Comcast remains a strong company with sustainable dividends, declining debt, solid cash flow, and an ongoing buyback program.

💻 TeamViewer $TMV (+0,25%)

After the sharp correction, I consider the stock attractive at current levels. The company is investing in AI, has strong margins, and maintains a positive cash flow. Debt levels are high but decreasing, while profits have shown excellent growth this year.

🌞 Solaria Energía $SLR (-4,09%)

Cash flow is currently negative due to heavy investments, but these are starting to bear fruit. The company targets a +60% increase in operating margin compared to 2024, with further growth expected into 2026.

Instead, what do you think about these companies?