Air Products & Chemicals $APD (-0,09%)

Ecolab $ECL (+0,74%)

CRH $CRH (+2%)

Linde $LIN (-0,16%)

Sherwin-Williams $SHW (+0,6%)

Rio Tinto (With $RIO (-0,48%) I am more interested in the attractive valuation, dividend and investments in future areas such as copper/lithium)

In the basic materials sector, stock selection was not easy for me. I had to adjust my usual quality standards somewhat and in some cases also make compromises (see above 🤓). The sector is very cyclical, which makes it more difficult to find companies with consistently stable performance. Many key figures are heavily distorted by fluctuations in commodity prices, economic influences or geopolitical factors. At the same time, however, it also offers interesting opportunities for long-term investors, especially if an anti-cyclical entry is successful 🫣.

Which companies do you see as particularly promising for a long-term investment?

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I am also fascinated by the idea of profiting from gold actively and with dividends. That's why I've been looking at gold stocks and have my eye on Franco-Nevada and Agnico Eagle in particular. Neither of them made it into the selection above, but I wanted to mention them anyway. Even though I am not yet invested, I will definitely continue to monitor both stocks.

$FNV (+0,21%) Franco Nevada is a royalty company with low operating risk but high gold price leverage.

$AEM (-0,58%) Agnico Eagle is a classic mining company with a good balance sheet and a decent dividend history.

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In uncertain times, it is important to keep a watchlist so that you can pick up stable shares at bargain prices. I hope we go down a few more levels, another -20% would be nice, even if the short to medium-term price losses hurt.

I currently have almost 30 stocks on my watchlist, some of which are attractive in terms of price, while others are still far too high for me. I have not listed stocks that are already in my portfolio and that I would like to buy (in order of dividend amount):

Hercules Capital $HTGC (+0%) or Main Street Capital $MAIN (-0,58%)
Chevron $CVX (-0,65%)

Vinci SA $DG (-4,15%)
United Parcel Service $UPS (+0,01%)
3i Infrastructure $3IN (-1,48%)
Iron Mountain $IRM (+0,2%)
Micro Star International $MSS
Nextera Energy $NEE (+0,96%)
Partners Group $PGHN (+1,53%)
Itochu Shoji $8001 (+0,54%)
Canadian National Railway $CNR (-0,73%)
Svenska Cellulosa $SCA B (+1,93%)
VAT $VAT
Investor AB $IVSB
Assa Abloy $ASSA B (-0,42%)
Linde $LIN (-0,16%)
John Deere $DE (+0,55%)
Landstar Systems $LSTR (+0%)
Dover Corporation $DOV (-2,15%)
Alimentation Couche-Tard $ATD (+2,03%)
ASML $ASML (-0,02%)
Infineon Technologies $IFX (-0,02%)
Sherwin-Williams $SHW (+0,6%)
Tencent $700 (+0,67%)
Microsoft $MSFT (+0,63%)
S&P Global Inc. $SPGI (+1,54%) or Moody's Corp. $MCO (+2,02%)
Visa $V (+0,08%) or Mastercard $MA (-0,34%)
Ferrari $RACE (+1,37%)

Which stocks do you have on your watchlist?

#aktien
#watchlist
#crash
#stock
#market

What are your favorites from the category "boring, but a potential S&P 500 outperformer"?

I'm talking about very simple ("boring") business models, but which you believe will beat the S&P 500 in terms of performance in the long term.

My top 3 would be:

Walmart ($WMT (-0,64%) )

Costco ($COST (-1,02%) )

Sherwin-Williams ($SHW (+0,6%) )

I'm looking forward to your takes!

$SHW (+0,6%) Sherwin Williams

Ohio-based Sherwin-Williams reported adjusted earnings of $3.37 per share for the three months ended Sept. 30, compared with analysts' average estimate of $3.54 per share, according to data compiled by LSEG. The specialty chemicals maker reported net sales of $6.16 billion for the third quarter, below estimates of $6.20 billion. Net sales in the consumer brands segment fell 7.5% to $791 million, due to weak performance in the North American home improvement market, while sales in the performance coatings segment fell slightly to $1.72 billion.

My parents are close to retirement (2 years) and have a larger amount free to invest about 200 k€.

They would like to improve their small pension through dividends / interest.

My approach would be:

40 % ETF:

70 % $SPYD (+0,34%)

20 % $SPYW (+0,11%)

10 % $IAPD (-0,04%)

40 % Individual shares (dividend growth)

$SHW (+0,6%)

$XOM (-0,4%)

$CAH (+3,64%)

$AD (+0,26%)

a.o.

20 % Security:

10 % Cash

10 % Call money

Steadily increasing dividends and not too much risk are important.

I look forward to your suggestions 🙌😉

Solid company, can pass on prices very well, dividend aristocrat.

First foot in the door

Subsequent purchase

On the watchlist since the share split in 2020. Annoyed several times that I didn't get in earlier. Now taking the slight setback as an opportunity.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗖𝗵𝗶𝗽-𝗔𝘂𝗳𝘀𝗰𝗵𝘄𝘂𝗻𝗴 / 𝗦𝘁𝗮𝗵𝗹𝗵𝗮𝗿𝘁𝗲𝘀 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 / 𝗛𝗼𝗱𝗹 / 𝗣𝗲𝗿𝘂'𝘀 𝗖𝗕𝗗𝗖

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, 3M ($MMM (-1,74%)), Cognizant ($COZ (-0,29%)), Cummins ($CUM (+0,82%)), Ford ($FMC1 (+6,36%)), GlaxoSmithKline ($GS7 (-3,24%)), Hershey Company ($HSY (-1,22%)), L3Harris Technologies ($HRS (-0,08%)), Microchip Technology ($MCP (-2,75%)), Otis Elevator Company ($4PG (-0,85%)), Raytheon Technologies ($5UR (+0,1%)), Sherwin-Williams ($SJ3 (+0,6%)) and Tyco Electronics ($TY1C) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Alibaba Group ($2RR (+1,45%)), Applied Materials ($AP2 (+1,63%)), Farfetch ($F1F), Full Truck Alliance Co ($YMM (+0,9%)), Globant ($GLOB (-0,43%)), Intuit ($ITU (+1,64%)), JD.com ($013A (+0%)), National Grid ($NNGF (+0,38%)), Nuance Communications ($SC2), Palo Alto Networks ($5AP (+1,3%)), Ross Stores ($RSO (+0,55%)), Williams-Sonoma ($WM1 (+0,49%)) and Workday ($W7D (+0,32%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Nvidia ($NVD (+2,31%)) - NVIDIA shares rose sharply in the after-hours trading yesterday, driven by high demand for chips for data centers and computer games. In the past quarter, NVIDIA recorded a profit increase of 84 percent to 2.46 billion dollars. Among other things, NVIDIA's technology is used for artificial intelligence applications, graphics cards and chips for data centers. Despite concerns from competition authorities, NVIDIA is examining plans to purchase the British chip designer "Arm", whose technology is used in almost all smartphones. Based on Arm's chip architecture, Apple ($APC (+1,23%)), Samsung ($SSUN (+0%)) and Qualcomm ($QCI (-0,49%)) design their own processors for mobile devices.

thyssenkrupp ($TKA (+1,79%)) - The steel group thyssenkrupp beat expectations for the past 2020/21 financial year (ending September) with significant growth and benefited from the economic recovery. Adjusted earnings before interest and taxes amounted to 769 million euros. However, shareholders will have to do without a dividend again this year. The Group expects mid-single-digit percentage growth and an approximate doubling of adjusted EBIT to between 1.5 and 1.8 billion euros and a net profit of at least 1 billion euros for the recently launched new financial year.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bitcoin ($BTC-EUR (-0,01%)) - Latest data shows that Bitcoin holders who bought for $20,000 are refusing to sell BTC at all-time highs. Despite tempting triple gains, last November's buyers are determined to continue with the "hodl" strategy. BTC buyers hold their nerve and hold on to their coins despite various all-time highs.

Peru - The president of Peru's central bank (Julio Velarde) has announced that the country is working with India, Singapore and Hong Kong to develop a central bank digital currency (CBDC). According to the Atlantic Council, 87 countries (accounting for more than 90% of global GDP) are currently researching a CBDC, and seven have already launched their own. In comparison, only 35 countries have considered developing a CBDC in the 2020 mail.

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