Non trovato

It's difficult to rank them simply because, for example, the investment horizon also plays a role. I'll do it now, depending on how much I would include the stock in my own portfolio:
1. $ODFL
2. $SHW
3. $MKC

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Memo0606@Memo0606

6Mes

@DieEnte7 thanks for your opinion
odfl is actually very very interesting

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Memo0606@Memo0606

6Mes

@DieEnte7 why would you choose $MKC?

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DieEnte7@DieEnte7

6Mes

@Memo0606 Because I would say that it is a well-managed, healthy company at a decent price. Probably not a tenbagger in the foreseeable future, but a good defensive company, and something like that looks good in a portfolio.

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DieEnte7@DieEnte7

6Mes

@Memo0606 And because I don't favor some of the other companies you mentioned at the moment, e.g. I'm currently somewhat skeptical about automotive suppliers

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Memo0606@Memo0606

6Mes

@DieEnte7 understand
I am only skeptical about $MKC because of growth

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Memo0606@Memo0606

6Mes

@Memo0606 oh today there are earning calls

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DieEnte7@DieEnte7

6Mes

@Memo0606 Yes, as I said, I don't think $MKC is going to deliver amazing returns, but in my view every portfolio needs one or two solid long-timers and I think you can expect that from the share

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