Even in uncertain times like these, there are reliable stocks: with strong growth and stable dividends. Here are the best stocks from the Stoxx Global 1800.

Excluded were:

1. liabilities/total capital > 70%

2. negative EPS development in the last 5 years and those where analysts see a negative development in the next few years

3. KCV > 20

4. p/e/earnings growth > 5

5. companies that have canceled or cut dividends in the last 25 years

I'll name a few of the remaining companies here and maybe there are some that you don't know yet. Of course, these include companies such as Caterpillar, Chevron, Henkel, Munich Re, Merck and Union Pacific. They are well known. The following stocks are stable, established companies, so please don't expect any tenbagger opportunities in the next 10 months ;)

Armaments:

BAE Systems $BA. (-1,42%)

If Europe wants to build a missile defense shield, there is no way around BAE Systems: the British armaments group was formed 26 years ago from the merger of British Aerospace and telecommunications supplier Marconi. BAE is building the Eurofighter Typhoon fighter aircraft with Airbus, and the company is also developing a new nuclear submarine for the Royal Navy. Since Russia's attack on Ukraine, the British company's order backlog has been growing and CEO Woodburn has raised the profit outlook for this year.

General Dynamics $GD (+2,31%)

The German Armed Forces are receiving new ambulances: 80 so-called Eagle V 6x6s from the US armaments company General Dynamics. However, the Virginia-based company is best known for its Fighting Falcon F-16 fighter aircraft, which was launched in 1978 and is one of the most widely used military jets in the world. However, the fact that General Dynamics has recently surprised with positive sales and profit figures is due to its submarine division: the US Department of Defense significantly increased an existing order.

Construction

Ackermans & van Haaren $ACKB (-0,55%)

The deepening of the Elbe near Hamburg is controversial, but the marine technology company Deme, the highest-revenue subsidiary of the Belgian conglomerate Ackermans & van Haaren, continues to dig. Deme is also involved in the construction of offshore wind farms and gas pipelines. Ackermans & van Haaren is also active in banking and the energy sector. The company's coffers are well filled and the profit prospects are intact.

Assa Abloy $ASSA B (-0,42%)

If you have never heard of Assa Abloy, you should look out for the manufacturer of security doors. It often bears the name of the Swedish company, which claims to be the world market leader for security and access systems. Assa Abloy regularly strengthens its position with acquisitions - twelve in the past few years. The Group can afford this, as can the rising dividend.

Idex $IEX (-0,24%)

Without water pumps from Godiva, many firefighters would quickly be left high and dry. The pumps from the US company Idex are installed in fire engines worldwide, but also in aircraft, for example. With the purchase of Micro-Lam, Idex is strengthening its optical systems division in order to win the defense industry as a customer. The share has recently been under pressure.

Pharmaceuticals

Novartis $NOVN (-0,92%)

At the beginning of September, things went from strength to strength at the Swiss pharmaceutical group: first the healthcare giant from Basel secured the worldwide license for a new Parkinson's drug, then access to several new cardiovascular drugs from China. Both therapies have the potential to generate billions in sales in the near future. Novartis can also be satisfied with its own developments: according to initial studies, the Swiss company is on the trail of an active ingredient that should help against Sjögren's syndrome, a common rheumatic disease. But Novartis is also under the threat of US tariffs. Novartis generates around 40 percent of its total sales, approximately 17 billion euros, in the USA. To avoid the additional burden, the company is investing in seven new production facilities there.

Industry

Kurita Water $6370 (+3,67%)

The fact that astronauts on the ISS space station have clean water is mainly thanks to the Japanese company Kurita Water. The company specializes in water treatment, develops systems and chemicals for this purpose and uses them to build self-sufficient water systems - a business with good prospects. Kurita Water also scores with stable finances and a rising dividend.

SGH $SGH (+1,09%)

Under the umbrella of the Australian conglomerate SGH (formerly Seven Group Holdings), there is a strange mix: on the one hand, SGH sells construction machinery, building materials and energy. On the other hand, the Chairman of the Supervisory Board, Kerry Stokes, is something of a second Rupert Murdoch thanks to his shares in the media group Seven West Media. SGH has doubled both its profit and turnover since 2020.

Spirax $SPX (+0%)

The highly upgraded steam systems from Spirax (formerly Spirax-Sarco) are used in almost all industries and sectors. However, the most promising segment is "electrical heating solutions". Here, Spirax is developing CO2-free systems for gas-powered steam power plants, for example. Spurred on by the business prospects, the share price jumped - but the price is still below the value targeted by analysts.

Source: Capital Magazine

Once new, since you can insert images when reposting, but they are not displayed.

Topic Germanium:

I wanted to bring this up again briefly, since I am finally at a customer's today who processes germanium.

Attached is a picture from the reception area showing what these lenses are used for (crappy quality because I took a picture of the screen).

In addition a picture how ground germanium looks like.

And then something for the ESG/RSI ETF fans.

Since this stock is still present in these ETF's.

$IEX (-0,24%) has bought into the gaff here in Birmingham and is now also playing in the defense industry🚀

Have a good start to the week getquin community 🍻

Water - chemistry in everyday life

Today a topic is announced, which stood above all by Nestle $NESN (-0,97%) in the last few months. But even on hot summer days, our livelihood and the business behind it are discussed again and again.

What was with Nestle?

Nestle is almost permanently in the criticism. I expressly ask that the activities and personal opinions under the post not be made known. The business unit "Nestle Waters" operates production sites in about 34 countries, for example for the table water "Pure Life". The criticism behind this refers to the production sites in areas where there is traditionally a shortage and, in accordance with pumping, the groundwater level is further lowered. I will leave it open whether Nestle is primarily to blame in this respect. In any case, it is important to remember that water licenses are officially sold to Nestle in all countries. Nevertheless, some YouTubers have realized that they can generate a lot of attention and money by denouncing international corporations. I hope at least that they will think about this in the future when they enjoy their Wagner pizza or their Kitkat in live streams. Otherwise, that would be tantamount to a double standard ...

Whatever one may think about it. There is definitely a danger of nationalization in the event of water shortages at private waterworks. Therefore, I would generally exclude an investment in this respect. In drinking water treatment, however, one cannot do without the private sector. The uses of the individual products are too varied for them to be used specifically for water.

But what is the situation in Germany?

Based on the Food Act, Germany has the Drinking Water Ordinance. The aim of the ordinance is to protect human health and to ensure quality and purity. Since the 2012 update, the problems of legionella have also been taken into account. The suppliers are responsible for this.

More precisely defined are the data in the annexes of the Drinking Water Ordinance itself. https://www.gesetze-im-internet.de/trinkwv_2001/BJNR095910001.html

But how do I now manage to make water usable?

Of course, this depends first and foremost on your regional origin. Water always has different quality classes and must be processed differently accordingly. According to the German Federal Environment Agency, almost 63% of drinking water comes from groundwater. Significant differences exist, however, especially in the east/west comparison. The irregular and ruthless planned economy of the former GDR has left its mark on the environment even today. In general, however, there are always strong impairments along the industrial metropolises. While the Saale, Oder, Ruhr and Ems rivers in particular bear the marks of industrialization, the soils around the chemical sites of central Germany in particular are still heavily impaired. I have taken corresponding accusations from the Water and Soil Atlas.

But why this huge introduction now?

Both in the air and in the soil we have countless impurities or even toxic particles. These are washed out by rain, get into the soil and thus ultimately into the groundwater.

In the course of this, suitable methods must now be found to maintain our drinking water quality.

Basically, we have the possibility to separate the substances from the water mechanically, thermally or chemically.

How does this work?

Due to the difference in regional water qualities, drinking water treatment must of course always be considered very specifically. Nevertheless, chemical treatment with ozone is always the first step. The treated drinking water is then fed into the public network via mechanical separation stages, such as sedimentation and filtration, through to chemical separation with regard to the degree of flocculation and pH value regulation. Samples are regularly taken by the authorities and tested in independent laboratories.

But who benefits from drinking water treatment?

From a personal point of view, I consider the investment in a private drinking water producer, such as Nestle or Danone, as risky. $BN (-0,69%) as risky. One can be denounced too much in the public perception and the more likely a discontinuation of the table water can become. Furthermore, especially in countries where there are shortages, one may well expect nationalization of the production and treatment facilities.

In addition, there are lucrative and promising opportunities for participation in the suppliers.

An investment in the treatment of drinking water can necessarily be linked to the treatment of wastewater.

The most prominent representatives of the private sector in this regard are American Water Works $AWK (-0,75%) , known as the dividend king. In direct competition, if one can call it competition at all, is Essential Utilites, but also United Utilites. $WTRG (-0,28%) but also United Utilites $UU. (+0,72%) in Great Britain.

On the German market, by the way, Veolia $VIE (-0,45%) with its subsidiary Veolia Water dominates the German market. It holds countless stakes in municipal waterworks. All in all, according to its own website, it supplies about 5 million people in Germany with drinking water and processes their wastewater.

Apart from direct drinking water processing, there are also very lucrative suppliers of drinking water solutions and quality assurance. The best known example is probably Xylem $XYL (+0,1%) . In addition to fluid technology, which includes pump construction and other equipment, the analytics division is a sunshine for investors. The broad range covers the entire field of water analysis. This means that the company does not only participate in municipal water systems, but also in industrial customers who are subject to legal requirements. It is almost impossible to find a direct competitor that is so broadly positioned in this segment.

However, if you want to give it a try, KSB's pumps division is $KSB (+1,13%) is very representative in Europe. Whereas in the USA, IDEX $IEX (-0,24%) can offer an alternative in the field of technical pumps.

But also in the field of chemical water and wastewater treatment, some companies have specialized.

Ecolab $ECL (+0,74%) , better known for cleaning agents and disinfectants, has been owned by Nalco Water since 2011. The focus here is on water and wastewater treatment additives, which are also part of any drinking water processing. Notable among these are slime solvents for biocides and legionella, as well as corrosion protection additives and hardness stabilizers.

Another particular competitor is DuPont $DD (-0,71%) . In particular, the "Water & Protection" division. The focus here is on special resins that can adsorb specific substances from water and also filter them. Depending on the sourcing, this extends into the nano- and ultrafiltration range. Ion exchangers can also be used to ensure higher water purity.

Have you used water today? Then you have probably already come into contact with one of these representatives.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗜𝗣𝗢𝘀 🔔

Volvo Cars has had to scale back its ambitions. The carmaker, owned by the Chinese group ($GRU (-0,39%)), will be listed on the Stockholm stock exchange on October 29 at a price of 53 Swedish kronor (5.3 euros) per share. On the occasion of this IPO, Volvo Cars should raise gross proceeds of about 20 billion Swedish kronor (2 billion euros), while it was previously expected to raise about 25 billion kronor

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

Ex-dividend date: Antero Midstream ( $AM (-0,32%) ), Clorox ($CXX (-0,5%)), AptarGroup, Inc ( $AGT (-1,51%) ), Commercial Metals Company ( $CMS (+0,27%) ), Krispy Kreme, Inc ( $9YM (-1,72%) ), Entegris, Inc ( $ENQ (+1,69%) ), Infosys Technologies ( $IOY (-0,17%) ) und Prospect Capital ( $RK8 (+0%) )

𝗖𝗵𝗶𝗳𝗳𝗿𝗲𝘀 𝘁𝗿𝗶𝗺𝗲𝘀𝘁𝗿𝗶𝗲𝗹𝘀 📈

Today 3M ( $MMM (-1,74%) ), Aphabet ( $ABEA (+1,8%) ), Canon ( $CNNA (+0%) ), Capital One ( $CFX (+1,84%) ), General Electric ( $GCP (-0,57%) ), Hasbro ( $HAS (-0,24%) ), Hitachi Construction Machinery ( $HTCMY ), IDEX ( $ID7 (-0,24%) ), Lockheed Martin Corp ( $LOM (-0,76%) ), Logitech ( $LTEC (-0,21%) ), Microsoft ( $MSF (+0,63%) ), Novartis ( $NOTA (-0,66%) ), Texas Instruments ( $TII (-1,56%) ), Twitter ( $TWR ), UBS ( $UBRA (-0,56%) ), UPS ( $UPAB (+0,01%)) and Visa ( $3V64 (+0,08%) ) present their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Tesla ( TL0) - After the car rental company "Hertz" ordered 100,000 Tesla electric cars by the end of 2022, Tesla's stock price reached a level of more than 1,000 US dollars. This transaction brought Tesla's stock value to more than US$1 trillion. By May 2021, the stock was still below 600 euros.

Automotive industry: The German automotive industry is now facing a shortage of magnesium. Magnesium is mainly needed for the alloying of aluminum. The supply shortage is due to energy saving measures in China, which have resulted in a reduction of magnesium production. China's market share, which represents 95% of European magnesium supply, is problematic. Some companies only have magnesium stocks until November, so experts are warning of a possible production shutdown.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

MasterCard () - In collaboration with Bakkt, the payment service provider is integrating crypto-currencies into its system. This would allow more than 2 billion customers to access a wide range of cryptocurrencies and they could even earn additional rewards in bitcoin or similar.

In this context, Bakkt will take over the custody of crypto assets. Since the announcement of this project, Bakkt's share price has already increased by about 470%.

Crypto-currency fraud campaign - YouTube channels are currently being hijacked by hacking creators with fake cooperation requests, according to Threat Analysis Group. After the channels are taken over, they are either sold or used for livestreaming crypto-currency fraud. This campaign can be attributed to a group of Russian hackers.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗲𝗿 𝗖𝗹𝘂𝗯 𝗱𝗲𝗿 𝗕𝗶𝗹𝗹𝗶𝗼𝗻𝗲𝗻 / 𝗜𝗺 𝗩𝗮𝗸𝘂𝘂𝗺 𝗱𝗲𝘀 𝗖𝗵𝗶𝗽𝗺𝗮𝗻𝗴𝗲𝗹𝘀 / 𝗦𝗰𝗮𝗺 𝗖𝗼𝗶𝗻𝘀 𝗼𝗻 𝗬𝗼𝘂𝗧𝘂𝗯𝗲

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, Antero Midstream ($AM (-0,32%)), Clorox ($CXX (-0,5%)), AptarGroup Inc ($AGT (-1,51%)), Commercial Metals Company ($CMS (+0,27%)), Krispy Kreme Inc. ($9YM (-1,72%)), Entegris Inc ($ENQ (+1,69%)), Infosys Technologies ($IOY (-0,17%)) and Prospect Capital ($RK8 (+0%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, 3M ($MMM (-1,74%)), Aphabet ($ABEA (+1,8%)), Canon ($CNNA (+0%)), Capital One ($CFX (+1,84%)), General Electric ($GCP (-0,57%)), Hasbro ($HAS (-0,24%)), Hitachi Construction Machinery ($HCM (+1,45%)), IDEX ($ID7 (-0,24%)), Juniper Networks Inc. ($JNP), Lockheed Martin Corp. ($LOM (-0,76%)), Logitech ($LOGN), Microsoft ($MSF (+0,63%)), Novartis ($NOTA (-0,66%)), Texas Instruments ($TII (-1,56%)), Twitter ($TWR), UBS ($UBRA (-0,56%)), UPS ($UPAB (+0,01%)), Visa ($3V64 (+0,08%)) and WH Group ($WHGLY) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Tesla ($TL0 (-3,07%)) - After car rental company "Hertz" ordered 100,000 Tesla electric cars by the end of 2022, Tesla's stock price rose to a record level of over $1,000. This deal has increased Tesla's stock value to over one trillion US dollars. In May 2021, the the security was still below 600 US dollars. Tesla posted a profit of US$1.62 billion in the third quarter, a year-on-year increase of 389 percent. Tesla is thus in the club of companies with a market capitalization of over one trillion US dollars. Apple ($APC (+1,23%)), with a market capitalization of 2.5 trillion U.S. dollars, is alongside Microsoft ($MSF (+0,63%)), Alphabet ($ABEA (+1,8%)) and Amazon ($AMZ (+1,56%)) are the leaders in this club.

Pfeiffer Vacuum ($PFV (+0,32%)) - Due to high demand from chip manufacturers, vacuum pump specialist Pfeiffer Vacuum is able to benefit and is again raising its forecast. The company now anticipates sales of between €730 million and €750 million for the fiscal year. Previously, sales of between €710 and €730 million had been anticipated. The renewed increase in the sales forecast is due to the record order backlog. The margin for earnings before interest and taxes is expected to be between 12 and 13 percent. Pfeiffer has been particularly buoyed by high demand from the semiconductor industry over the past nine months. Due to the worldwide chip shortage, chip companies are currently expanding their capacities. To this end, the vacuum pumps manufactured by Pfeiffer are also in very strong demand.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

MasterCard ($M41 (-0,34%)) - Together with Bakkt, the payment service provider is building cryptocurrencies into its system. As a result, more than 2 billion customers would have access to a wide variety of cryptos and can even earn rewards in Bitcoin or the like on top of that.

In this context, Bakkt will take over the custody of crypto assets. Since the announcement of this venture, Bakkt's share price has already risen by about 470%.

Crypto Fraud Campaign - According to Threat Analysis Group, Youtube channels are currently being hijacked by hacking the creators with fake cooperation requests. After the channels are taken over, they are either sold or used for crypto fraud by distributing it via livestream. This campaign is said to be attributed to a group of Russian hackers.

𝗔𝗹𝗹𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 𝗴𝗶𝗯𝘁 𝗲𝘀 𝗮𝗯 𝗷𝗲𝘁𝘇𝘁 𝗮𝘂𝗰𝗵 𝗮𝘂𝗳 𝗙𝗿𝗮𝗻𝘇ö𝘀𝗶𝘀𝗰𝗵

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