From May, the trading ban on Swiss shares in the EU will be lifted - so we can trade easily and directly on German stock exchanges again. I've put a few candidates on my watchlist that fit in well with my current strategy - maybe there's something for you too:

Healthcare & Pharma

• Roche Holding AG - $ROG (-0,56%)
• 
  Novartis AG - $NOVN (-0,74%)
• 
  Alcon Inc. $ALC (-1,41%)

Luxury & Consumption

• Swatch Group AG (registered share) - $UHR (-0,6%)
• 
  Richemont (Compagnie Financière) - $CFR (-1,07%)
• 
  Lindt & Sprüngli (participation certificate) - $LISN (+1,32%)

Tech & Industry

• Logitech International SA - $LOGN (-1,14%)
• 
  Temenos AG - $TEMN (-1,58%)
• 
  Sika AG - $SIKA (-1,01%)

Insurance & Finance

• Zurich Insurance Group AG - $ZURN (-0,4%)
• 
  Swiss Re Ltd - $SREN (-1,24%)

I will wait for the Q1 figures in particular and then build up small positions if there are setbacks - in the long term, a few of these stocks are definitely candidates for my savings plan or holding.

What do you think - do you have Swiss stocks on your radar?

Or is the withholding tax still a thorn in your side?

What a turbulent week on the stock market, I had to buy more 😅 How are things looking for you?

$KLAC (-1,89%)
$ADBE (-1,02%)
$SIKA (-1,01%)
$HOLN (-3,96%)
$MBG (+0,77%)
$CVX (-4,06%)
$MRNA (+4,19%)

After the interest rate cuts, will dividend stocks win the race in 2025?

Dear stock market players and dividend pearls.

Where will you invest after the interest rate cuts? Bonds!

Or like the Swiss, did you know they have a key interest rate of 0.75%, or dividend favorites and aristocrats:

$LISN (+1,32%)

$SIKA (-1,01%)

$STMN (-1,1%)

$TECN (-1,06%)

$GIVN (+0,22%)

$NOVN (-0,74%)

$ROG (-0,56%)

>4% yields are:

$BALN (-0,78%)

$SCMN (+0,38%)

$NESN (+0,41%)

$$

The market overview for 🇺🇸 & 🇪🇺:

US MARKET🇺🇸

Monday

• PACS Group ($PACS) and UL Solutions ($ULS) have potential IPOs.
• Neel KashkariPresident of the Minneapolis Fed, delivers remarks.

Tuesday

• Release of the NFIB Small Business Optimism Index (March).
• Quarterly reports from WD-40 ($WDFC (-1,36%) ) and Tilray Brands ($TLRY (-2,73%) ).

Wednesday

• Publication of the consumer price index (March).
• Publication of the wholesale stocks (March).
• Publication of the minutes of the March meeting of the Federal Open Market Committee (FOMC).
• Publication of the monthly federal budget of the USA (March).
• Speeches by Austan GoolsbeePresident of the Chicago Fed.
• Quarterly reports from Delta Air Lines ($DAL (+0,69%) ) and Applied Digital ($APLD (-6,44%) ).

Thursday

• Publication of the initial applications for unemployment benefits (April 5).
• Publication of the producer price index (March).
• Speeches by John C. Williams, President of the New York Fed, and Raphael BosticPresident of the Atlanta Fed.
• Quarterly reports from Constellation Brands ($STZ (-1,57%) ), Fastenal ($FAST (-0,5%) ) and CarMax ($KMX (-0,7%) ).

Friday

• Publication of the preliminary Michigan Consumer Sentiment Index (April).
• Speeches by Raphael Bostic, President of the Atlanta Fed, and Mary C. DalyPresident of the San Francisco Fed.
• Quarterly reports from JPMorgan Chase ($JPM (-0,44%) ), Wells Fargo ($WFC (-0,41%) ), BlackRock ($BLK ), Citigroup ($C (-0,31%) ), State Street ($STT (-1,33%) ) and Progressive ($PGR (-0,47%) ).

EUROPEAN MARKET🇪🇺

Monday

• Publication of Industrial Production Index🇪🇺

Tuesday

• ZEW Economic Sentiment🇩🇪 will be published
• Quarterly reports from Ericsson ($ERIC A (-0,46%) )🇸🇪, Beiersdorf AG ($BEI (+0,27%) )🇩🇪, Sika ($SIKA (-1,01%) )🇨🇭, Rio Tinto PLC ($RIO (-1,78%) )🇬🇧

Wednesday

• Release of CPI data🇪🇺
• Quarterly reports from Hays ($HAS (-1,14%) )🇬🇧, Petershill Partners ($PHLL (-1,52%) )🇬🇧, Just Eat Takeaway ($TKWY (+0,04%) )🇬🇧, Entain ($ENT (+0,11%) )🇬🇧, La Francaise ($FDJ (-0,15%) )🇫🇷, Legal & General ($LGEN (-1,29%) ), Tryg ($TRYG (-0,22%) )🇩🇰, BHP Group Ltd ($BHP (-2,35%) )🇬🇧, ASML Holding ($ASML (-1,46%) )🇳🇱Volvo B ($VOLV B (+0,32%) )🇸🇪, Severstal ($CHMF )🇷🇺

thursday

• Publication of Construction Output🇪🇺
• Quarterly reports from Danone ($BN (-0,03%) )🇫🇷, Nokia Oyj ($NOKIA (-0,56%) )🇫🇮, Tele2 AB ($TEL2 B (+1,5%) )🇸🇪

First purchase in 2024 and a new addition to my portfolio. The infrastructure segment should still have plenty of opportunities in store, growth has been excellent in the past and the acquisitions show that the company is continuing on this growth path. In addition, there was a recent setback in the share price, which of course I am happy to take with me. In my opinion, a lot fits together. Let's see what w... [sentence may be ended with the usual comments 😉]

Long-term growth potential

Great confidence in the company

$SIKA (-1,01%)
$NSC (-1,81%)
$DHR (-1,66%)
$MC (-2,28%)

enclosed times my current watchlist if someone needs inspiration!

take a closer look at Sika. The business areas and the distribution of sales is incredibly cool!

https://de.marketscreener.com/kurs/aktie/SIKA-AG-44231526/unternehmen/

Have a nice trading day!

$SIKA (-1,01%) SIKAflex holds the world together.💪😎

Interesting swiss chemical company with worldwide locations

One of, if not the largest manufacturer of construction chemicals products in the world. From my own professional experience, construction has not been booming recently and there is no end in sight.