Let's see... for me, the dividends here are particularly attractive.

$CALM (-0,38%)

Cal-Maine Foods Inc ( CALM ) announced first quarter earnings that were up from the same period last year

The company's earnings totaled $199.34 million, or $4.12 per share. In the previous year, it amounted to 149.98 million US dollars or 3.06 US dollars per share.

The company's turnover increased by 17.4% to USD 922.60 million in this period, compared to USD 785.87 million in the previous year.

Cal-Maine Foods Inc. earnings at a glance (GAAP):

-Profit: $199.34 million compared to $149.98 million in the prior year.

-EPS: $4.12 vs. $3.06 in the prior year.

-Sales: USD 922.60 million compared to USD 785.87 million in the previous year.

• Cal-Maine Foods ( NASDAQ: CALM ) announces eine vierteljährliche Dividende von 1,37 USD pro Aktie a 41.7% decrease from the previous dividend of $2.35.

• Payable Nov. 13; for shareholders of record Oct. 29; ex-div. on Oct. 29.

• Under Cal-Maine Foods' variable dividend policy, the company pays a cash dividend to shareholders equal to one-third of each quarter's net income for each quarter in which it reports net income.

Good morning,

I continue to invest in my ETFs, which means that the relative weighting of individual stocks continues to shrink.

Because of this rock-solid ETF core, I can and want to do without supposedly safe stocks, especially so-called value stocks. I am prepared to take higher risks and focus mainly on growth stocks. After all, ETFs are there for everything else.

Here is my current portfolio: https://app.extraetf.com/de/shared/4MEaYJVdHN

Now I would like to move away from $III (+1,91%) and $CALM (-0,38%) possibly also from $BNTX (+0,22%) and a few others 🤭 I hope this is not a mistake and would therefore like your opinion?

I would also be happy to receive general criticism, suggestions, advice and guidance

$EQQQ (-0,72%)

$VUSA (-0,22%)

$HMWO (+0,05%)

Hello everyone,

I've been thinking about the $CALM (-0,38%) share, but a completely different idea came to me at the same time. The bird flu seems to be quite well under control, or is on the road to recovery. However, I have now read more and more reports that this bird flu, also known as H5N1, is increasingly spreading to cattle and in some cases also to humans. I had also read that in the USA it is very difficult and strict to effectively protect other animals against H5N1 or to detect this infection first. Now my assumption was or is that many animals could also die there or have to be culled, which could lead to an increase in the price of the meat or the animals themselves. I'm sure this idea existed before me and I may be late with it. I will therefore take a small gamble that the prices for the animals will rise in the near future, as the USA is probably not fully aware of what might happen.

It is also possible that I am completely wrong, so I would like to know your opinion. I just ask for one thing: no moralizing, because I don't wish death or anything like that on any animal, it's just the possibility that this virus is completely underestimated there.

$CALM (-0,38%) -Investment pays off:

Q4 sales at USD 1.1 billion (previous year USD 640.8 million) +70% 🟢

Profit 342.5 million or 7.04 per share (previous year 113.2 million or 2.32). +200% 🟢

https://finance.yahoo.com/news/cal-maine-foods-reports-financial-200500405.html

I also swapped a few smaller tranches of US shares for Japanese shares, which should also be worthwhile due to the new agreements. 💹

$8001 (+0,68%)
$8002 (+0,21%)
$8053 (+1,44%)
$8031 (+0,09%)

https://www.spiegel.de/wirtschaft/donald-trump-verkuendet-handelsabkommen-mit-japan-a-60ac8d8d-41e3-42ba-91ad-d9ea9a80a4de

Here in the link my previous portfolio (unfortunately can no longer be updated here at the moment) and the train of thought of the last months briefly summarized:

https://getqu.in/4Kl605/

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This is my portfolio as of today.

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I probably won't manage to get rid of individual stocks completely.

But at least I could eliminate supposedly unnecessary overweightings and overlaps and focus more on second-tier stocks, such as $CALM (-0,38%)
$TXRH (+0,39%)
$SOFI (-2,94%)

In any case, I haven't reallocated much since the article linked above.

I'm taking it rather slowly, as it still feels wrong to me, although the opposite would be more accurate.

So far I have sold the following stocks:

Lotus $LOTB (-1,37%) -7,3 %

Hims $HIMS (-8,64%) +202 %

DE Telekom $DTE (-0,22%) +-0

Church&Dwight $CHD (-0,8%) -6 %

Ecolab $ECL (+1,09%) +1 %

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Below is the X-Ray, which illustrates overweightings and allocations. Nvidia and Apple are not in my portfolio as individual stocks, but are strongly represented due to the ETFs. However, I have $MSFT (-0,15%) and $GOOGL (-0,67%) shares in the portfolio, which leads to an overweighting. Alphabet convinces me in many ways, so the overweight could make sense here. But with Microsoft, the ETF share could actually be enough for me. I am therefore considering adding an SL to Microsoft, for example 7% below the current price level.

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