8Mes·
5
34 Commenti

immagine del profilo
1
immagine del profilo
All 3 are mega overvalued. I also have $WM in my watchlist but it's just too expensive, I bought something else.
1
immagine del profilo
@Wealthy1
I also think that you should perhaps wait a little before you start.

What did you buy?
1
immagine del profilo
@Tenbagger2024 I have $AWK, and $ADP. What do you think about these two?
immagine del profilo
American Water seems to be interesting.
But according to the chart, the price is probably in a downward trend.
Water will become the new gold in the future.
It's been on my watch for some time
$BMI
Good figures have just been presented here.
Unfortunately, I had missed the entry before.
1
immagine del profilo
@Tenbagger2024 yes, $BMI, is also interesting. I just added it to the watchlist, but you have to wait... it reached its all-time high 4 days ago.
1
immagine del profilo
Clearly $RSG
Chart development better in the long term.
The only company in the USA with a polymer recycling plant (second under construction and expected to start operations at the end of the year)
1/3 Bill Gates stake

My largest single position 😅

Nice comparison that I once read here:

$WM and $RSG
Are like $V and $MA
One is a tick bigger and better known.
The other is simply better 🤷🏼‍♂️
1
immagine del profilo
@AE23
The expected growth is almost identical for the three recycling companies.
The slightly lower level of debt and higher equity ratio would speak in favor of Republic Service.
immagine del profilo
@Tenbagger2024 Republic is the cheaper twin. I read that a few days ago. Also a nice metaphor 😅
immagine del profilo
@AE23
I've also been waiting for an ideal entry point for some time.
1
immagine del profilo
@Tenbagger2024
What I find better about waste management is that the entire vehicle fleet
runs on self-produced hydrogen.
The hydrogen is produced by electrolysis from waste incineration (CHP).

Republic Services also generates electricity from incineration
However, their fleet is battery-powered.
And I don't think much of electric cars with lithium batteries.
The production of electric car batteries or lithium batteries is simply too damaging to the environment
immagine del profilo
@Tenbagger2024
I think these companies are more suitable for a standing order due to their high kgv and permanent increase in value with minor setbacks.
I still hold my standing order and made my first individual purchases about 2 years ago. At that time at the current high.
My buy-in is 141 🤷🏼‍♂️

I think there is simply no perfect entry point in the sector
1
immagine del profilo
@AE23
The ideal entry point would perhaps be when the market is generally poor.
In the past, this has often been in the summer months.
immagine del profilo
@Tenbagger2024 is right.
Quasi counter-cyclical to the others 😅
immagine del profilo
@Tenbagger2024
I'm more annoyed that I sold my shares in Eaton $ETN in favor of Linde $LIN 🙈

That's such a price rocket 🥺🙄

But you shouldn't get angry about the past 🙈
immagine del profilo
@AE23

If you are interested in something like this.

$FSUGY

wants to become a major player in hydrogen production.
There is also a cooperation with Liebherr in which the vehicles are to become CO2 neutral.
immagine del profilo
@AE23
The accounts will be settled at the end.
I also see a lot of potential in Linde.

okay the dividend yield is almost identical for both.
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immagine del profilo
Three fields free, three shares. Why do I have to choose?
immagine del profilo
@DividendenWaschbaer you can't anyway. You buy them all
So don't bother
immagine del profilo
@GoDividend I won't let you tell me what I can do
1
immagine del profilo
@DividendenWaschbaer but you know that 🤣
immagine del profilo
@DividendenWaschbaer
https://www.zdf.de/kinder/1-2-oder-3/titelsong-michael-schanze-100.html

Since the decision is not easy, I thought of a children's song.

It's a metaphor.
1
immagine del profilo
Which field did you choose?
immagine del profilo
@Alpalaka
None in the depot yet.
$RSG
on the watch
Utente eliminato
8Mes
Il commento è stato cancellato
immagine del profilo
@Burner
$MPW
Should benefit from falling interest rates.
But the issue is whether the interest rate cut will come at all?
Now the central bank is even talking about December.

At $BAYN
you were a fool to take the share into your portfolio.
As you say, it's garbage that gives you a headache.
Oh that's good, that increases sales of Aspirin 🙈.
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