Over the last few weeks, I have been looking at shares from a new perspective and have started to take a closer look at balance sheets and fundamental data. 🤯

Unfortunately, I still don't use a screener and have therefore only looked at the stocks that I am familiar with in some form.

In view of the tradable shares on the global market, this is certainly a big mistake and I have some catching up to do. Nevertheless, I would like to share some of my findings with you.

I have created two lists for this purpose.

On the lists you will find stocks that in my opinion have excellent fundamental quality characteristics.

The first list contains the absolute quality companies, some of which have already proven themselves over many years, and the second list contains companies that could still become such or have not yet proven themselves long enough and could therefore be a good long-term investment. The lists are neither correct nor complete and, depending on your point of view, some stocks belong on one list or the other, or perhaps not on any list at all.

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Quality companies:

• Visa$V (-1,56%)

Duopoly, very strong profit margin,

Risks: Google Pay/Apple Pay etc.

• Waste Management$WM (-1,04%)

Long-term contracts, strong balance sheet, regular share buybacks

• Stryker$SYK (-2,04%)

• Intuitive Surgical$ISRG (-5,58%)

• Novo Nordisk$NOVO B (-3,87%)

• Essilor Luxottica$EL (-2,37%)

Strong moat, good growth,

Weaknesses: low return on equity

• Hershey$HSY (+1,4%)

Solid cash flow, >50% return on equity,

Weaknesses: approx. 90 % of sales generated in the USA, trend towards healthier food

• ASML$ASML (-0,33%)

• Alphabet$GOOGL (-0,4%)

• Hermes$RMS (-2,86%)

• Wal-Mart de Mexico$WALMEX* (-2,25%)

The only retail food group I know of with a significant margin of

significant margin of >5%, stable growth and healthy balance sheet,

Growing middle class in Mexico and expansion in Central America.

Weaknesses: Mexican peso

• Lotus Bakeries$LOTB (-0,62%)

Continuous sales and profit growth, very nice balance sheet, but a high stock valuation

high stock valuation (like the vast majority in this list)

• Ferrari$RACE (-0,12%)

• Zoeties$ZTS (-2,49%)

Market leader, high margin, solid cash flow, growing dividend,

• Idexx Laboratories$IDXX (-2,07%)

Very nice growth stock with high customer loyalty, strong growth, >80%

return on equity, solid balance sheet,

• alliance$ALV (-3,93%)

• Microsoft$MSFT (-0,26%)

• Procter & Gamble$PG (+0,3%)

• Pepsi$PEP (+1,29%)

• Adobe$ADBE (-2,15%)

• L'Oreal$OR (+1,44%)

• Schneider Electric$SU (-7,66%)

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Opportunities and future quality Company?

• Rio Tinto$RIO (-5,14%)

• 3i$III (-5,42%)

• Main Street Capital$MAIN (-5,46%)

• Mutares$MUX (-5,46%)

• Altria$MO (+1,15%)

• Terna$TRN (-1,9%)

• Pfizer$PFE (-1,81%)

• Vinci$DG (-3,05%)

• Mercadolibre$MELI (-4,76%)

• Caterpillar$CAT (-5,79%)

• BAE Systems$BA. (-5,42%)

• Lululemon$LULU (-3,89%)

• Generali$G (-4,62%)

• Energiekontor$EKT (-4,3%)

• Vici$VICI (-0,27%)

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Thanks for reading and I look forward to additions, corrections and exchanges of opinion.

Are there any of the stocks mentioned that are of particular interest to you?

Has anyone delved particularly deeply into one or other stock?

Then have a nice weekend 🥳

For my dividend portfolio

2nd tranche at $ASML (-0,33%)

I'm glad that I was able to get in so cheaply, if it gets even cheaper I'll be even happier ;)

Have a nice weekend!

$ASML (-0,33%)
$GOOG (-0,32%)
$CSPX (-2,52%)

Long wait pays off $ASML (-0,33%) 💪🏻

the price is currently interesting again 😀

$ASML (-0,33%)

see what happens 😄

and put a savings plan on it

Hello everyone,

I have looked at the stocks in my portfolio with my new but still incomplete knowledge of fundamental analysis and am of the opinion that some stocks are heavily overvalued.

Perhaps they will fall back to their fundamental value soon or at some point?

Yes, actually this is bound to happen in the long term.

So I'm wondering whether I should sell now and invest the capital in fundamentally favorable stocks or in my ETFs?

I also find it interesting that some stocks were already overvalued when I bought them and some only became overvalued later.

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In my opinion, some of the stocks in my portfolio are overvalued:

(not exhaustive)

Palantir $PLTR (-5,92%)

Ferrari $RACE (-0,12%)

Rheinmetall $RHM (-1,31%)

Agree Realty $ADC (-0,04%)

visas $V (-1,56%)

Hermes $RMS (-2,86%)

Microsoft $MSFT (-0,26%)

Nu 😅 $NU (-7,44%)

Asml $ASML (-0,33%)

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On the other hand, I think they are favorably valued at the moment:

(some are not really cheap, but maybe worth buying)

Amazon $AMZN (-2,79%)

Abc $GOOGL (-0,4%)

Sofi $SOFI (-7,74%)

Lockheed Martin $LMT (-0,53%)

Berkshire $BRK.B (-2,32%)

Caterpillar $CAT (-5,79%)

Occidental Petroleum $OXY (-7,06%)

Rio Tinto $RIO (-5,14%)

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I think I probably wouldn't regret it if I just sold everything and put it in the $HMWO (-2,88%) and put it in the But I enjoy individual shares and the risk is limited. Still, I would like to know how you read valuations and translate them into action decisions and what you think about my specific situation and would possibly act.

$ASML (-0,33%) So now I hope that the support here holds, the position size actually suits me now.