16H·

Europe

I would be interested to know which European companies you own, watch or otherwise find interesting.

So far I only own $NOVO B (-1,14%) 💉 and $MC (+0,07%) 🥂. I would like to $ALV (+0,92%) I would like to buy at some point, but the current market is too strong for me to get in.

I would like to increase my holding in European companies, but I find it really difficult to find companies that convince me, fit in with my investment philosophy and offer a good entry point.


Have a nice fall weekend everyone 🍂

1
37 Commenti

ASML, work there too. 💪🏻
7
@GordenShanway then eon, Novo nordisk, BASF and Münchener RE
immagine del profilo
@GordenShanway I also find ASML interesting, but I've been put off by the fact that I simply don't understand enough about semiconductors, etc. Are there any reasons why you preferred Munich RE to Allianz?
immagine del profilo
@Jona1407 better trend
immagine del profilo
@GordenShanway Top company. I've also had it in my portfolio since the Trump customs crash. Without ASML, nothing would work in the chip industry. Are you still looking for working students or interns?
@HamsterFrodo I'm just a dumb worker. Can't tell you where/how/what to look for 😀
1
immagine del profilo
@GordenShanway $BMW $MC every month pure da😁
@Maverick4831 no, they're not my thing
immagine del profilo
@GordenShanway everyone as he likes
immagine del profilo
@Tenbagger2024 all solid, except $SIE which is a snoozer when it comes to performance
immagine del profilo
@Investingyoung
Siemens is one of the best industrial AI stocks.
5
immagine del profilo
@Tenbagger2024 I also bought Siemens yesterday.
1
immagine del profilo
@HamsterFrodo
I also remain invested. I think AI is an underestimated value.
The mobility division is also booming.
I see the partnerships with JetZero to develop innovative, hydrogen-capable aircraft designs such as the "Rochen" aircraft, which is intended to increase efficiency, as positive.
There is also the Cellsius project (ETH Zurich): Siemens is supplying industrial PCs (SIMATIC IPC) and supporting the students in building a hydrogen aircraft.
1
immagine del profilo
@Tenbagger2024 siemens energy ja
I currently have $SAP on my to-buy list. Strange that they are so rarely mentioned here.
2
immagine del profilo
1
immagine del profilo
@DivGrowth1989 $LOTB I'd love to have them too, but I'll never manage that in my life🤣🤣
immagine del profilo
$ASMLAsml, $RMSHermes , $ALVAllianz ,$ $DTETelekom $MClvhm , $NESNNestle , $AIRAirbus $RACE🙂
immagine del profilo
I have the best $ASML
immagine del profilo
@Investingyoung I hear ASML a lot, I have to take a closer look at it to understand the business model.
@Jona1407 Without ASML, almost nothing works in the chip industry.
The new EXE generators are also still mega expensive, I mean something around 4 million, so sales are not yet that high, but there is no way around the new 4nano generators for AI
1
immagine del profilo
@GordenShanway must correct, without asml NOTHING works in the chip industry 🤠
@Investingyoung Well, there is competition, but it's small. Nobody can do the new Nano technology.
I could also explain to you roughly what other companies are doing to get hold of the 4 Nano technology.
immagine del profilo
$DSV $LOTB to complete the comments
immagine del profilo
@JonathanPeachum Do you think $LOTB will carry out a stock split at some point?
immagine del profilo
@Jona1407 I honestly have no idea.
I don't think so at the moment, even if it's not based on anything.
In the end, it doesn't matter, the trend is great :)
immagine del profilo
What is your investment philosophy 🤔
immagine del profilo
@Dividendenopi I invest in stocks where I understand the business model and, ideally, use the company's products/services myself/in a known circle and am convinced of them. This gives me a better connection to the company and makes it easier not to doubt the company in times of crisis. I have done well with this in the past.
immagine del profilo
@Jona1407 As an alternative to Allianz, you can look in the neighborhood, $NN has also done well in recent months but still has good potential. I joined $DTE in the last few weeks and opened a first position at $IFX
1
What has not yet been listed here, but gives good dividends: $SALM
immagine del profilo
immagine del profilo
I entered the market this week with a first tranche at $VNA. Rising interest rates and political regulation are of course risk factors. Accordingly, you get a discount of over 40% on the NAV.
immagine del profilo
ASML, ABB, Schneider Electric, Shell, Rio Tinto.
Partecipa alla conversazione