I've sold the whole of UPS because it's no longer part of my investment criteria.

• I replaced UPS with ZEOTIS, a company specializing in animal health, which has better growth results and is extremely undervalued according to INVVEST.CO.

Which shares do you have on your watchlist for 2025? 🚀

I'll start right away: $LIN (+0,66%)
$8001 (-2,51%)
$ZTS (-0,06%)
$FANG (+0,5%)
$MUM (+0,29%)
$HOOD (+0,91%)
$INOD (-0,11%)
$UBER (+0,75%)
$MDLZ (-1,41%)

Does anyone have any ideas? It's not going so well. I still believe in $ZTS (-0,06%) and $CELH not so much in $BHP (-0,93%) but I would like to buy another stock or possibly a fund or maybe a crypto ETF?

Hello stock market friends,

I would be interested in your assessment of my Quality Growth portfolio.

I currently feel comfortable with the portfolio, even though it is very technology-focused.

My approach is to only buy absolute quality companies with positive growth prospects at fair valuations. Some companies are simply rarely available at fair valuations ($ANET
$SNPS (+2,95%) and co.), which is why I am prepared to add such companies with strong moats to my portfolio at a premium.

I am currently considering whether $MSCI (-0,12%) after the market punished the last quarterly figures.

I am also keeping a closer eye on $ZTS (-0,06%) more closely due to the recent setbacks. Fundamentally, the company is still operating excellently and is starting to look more attractively valued than it did a few months ago.

What stocks do you know that could be a good addition to my portfolio?

LG

I know that advertising is not welcome here😉 but if you want you can watch my new video about $ZTS (-0,06%) . After the recent price drop, I think they are relatively fairly and interestingly valued. What do you think of Zoetis?

https://youtu.be/1mnNUpEexew

$ZTS (-0,06%) You are close to the 52-week low, if the support holds it may go up again. Pros are the high market value, the company makes a profit and pays dividends. Cons are the fundamental data such as P/E ratio and P/B ratio. I will take a look at $ELAN (+1,6%) , $PETS (-2,26%)
$PETQ in the watchlist

New addition to the depot: Zoetis

While classic pharmaceutical stocks should be well known to most, animal health is less in the spotlight.

#zoetis Zoetis is the global market leader here with medicines, vaccines, diagnostics, etc.

In recent years, a significant premium has always been paid, but this is comparatively low due to recent sales.

I therefore saw an entry opportunity and built up an initial position.

Animal health is a megatrend, as pets are becoming increasingly humanized. Pets are being treated like "real"/human family members - in the truest sense of the word.

I also see a strong positioning in the face of possibly more persistent inflation, as fewer savings are being made on pets.

At the latest at $130, I would increase significantly.

How do you rate the company? How do you see the short/medium/long-term prospects?