I finally made my first purchase 😍
The company has rarely been available at such a low price and also pays a fat dividend.
What do you think?
Postos
99$WMT (-0,63%)
$TGT (+1,34%)
$HD (+0,02%)
$LOW (+0,55%) Walmart, Home Depot, Lowe's and Target attend White House meeting
Target announces meeting to discuss next steps for retailers
US retailers suffer from tariffs and shrinking profit margins due to import dependence
WASHINGTON, April 21 (Reuters) - U.S. President Donald Trump met with major retailers including Walmart (WMT.N), opens new tab, Home Depot (HD.N), opens new tab, Lowe's (LOW.N), opens new taband Target (TGT.N), opens new tab to discuss broad-based tariffs on Monday that will likely raise the cost of imported everyday goods.
Major U.S. chains like Walmart and Target rely heavily on imported goods, and tariffs - including 145 percent levies on China - are likely to add to a U.S. population already burdened by persistent inflation.
How do you do?
Here are a few stocks that I currently have on my watchlist. I have already bought a few tranches.
$TGT (+1,34%)
$PEP (-1,16%)
$NOVO B (-0,7%)
$UPS (-0,57%)
I think they are all quality companies and they also pay a dividend.
Novo Nordisk is possibly associated with more growth and the other three stocks are rather boring. However, I think the demand for the products and services will definitely not decrease.
I would be interested to know what you think of the companies mentioned. Do you have any of them on your watchlist, are you invested or do you want to get in? 😊👍🏻
Hello dear GQ community,
almost a month ago I already presented my portfolio and my investment case. (those interested can take another quick look at it)
I have now experienced the first correction of my investment career and can say that, yes, it hurts to look at the portfolio with all the red figures, but holding on to the fact that I am convinced of the companies in the long term has kept me strong up to this point. Only time will tell whether this correction was particularly strong or weak. True to the motto "red means supply", I have tried to use my uninvested budget for additional purchases and new positions.
I may have too many different positions for some people's taste and still have too large a stake in the US, tech and financial sectors. Overall, I am simply a fan of picking companies that fulfill three conditions:
- consistent dividend growth over the last 10 years
- long-term share price growth (depending on how long the company has been on the stock market, but if I don't have green figures over the maximum period, I leave you out)
- preferably a P/E ratio of less than 20 (with exceptions)
And generally in line with my case, a 3+% dividend.
In the unknown future, I will continue to hold my small positions of $PLTR (+4,68%) , $BLK (-0,74%) , $NVDA (+4,72%) and $TGT (+1,34%) (these were my first 4 purchases of 25€ each without any idea, Palantir compensates the losses of the other 3 quite nicely). From $AAPL (+0,28%) in the long term, but it does not yet play a major role in my immediate savings.
By the end of the year, I will be saving a further €750 a month via a savings plan, split evenly between $PETR3 (+1,2%) , $MUV2 (-0,54%) , $7203 (+1,17%) , $ENEL (-0,07%) , $HTGC (+0,7%) and $ALV (+0,85%). With the aim of balancing out the inequality somewhat.
In general, I am very happy to have discovered this platform, as I have gathered many useful tips and experiences, so thank you for that.
I am always grateful for your opinions, tips and suggestions. Thanks for reading.
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00:00:00 Market overview
00:05:00 Eli Lilly & Novo Nordisk
00:24:30 Walmart, Costco, Target
00:42:20 Trend following models, FED, outlook
00:55:00 Gold, Gold 3x Factor ETF A1VBKP
01:11:20 Bitcoin
01:27:20 WisdomTree Europe Defense ETF A40Y9K
01:31:20 AI lies
Spotify
https://open.spotify.com/episode/6tYBjXQRNO1oZYrR2Yuwec?si=R6Vl3hd4Rk2LX80UeugNhw
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$BTC (-0,32%)
#bitcoin
#gold
$LLY (+2,83%)
$TGT (+1,34%)
$COST (+0,14%)
$WMT (-0,63%)
$RHM (+0,16%)
$SAAB B (+1,36%)
$THALES (+0,08%)
$SAF (+3,89%)
$KOG (+0,21%)
1 Meta Platforms (A)
Meta is investing heavily in AI and the metaverse - an exciting tech giant with solid cash flow after the correction.
2. paypal
Fintech giant with a strong market position in digital payments - currently valued more favorably due to the correction.
3. realty income
Stable dividend payer ("Monthly Dividend Company") from the real estate sector - down due to interest rate concerns, now an attractive entry point.
4. salesforce
Market leader in CRM software with good growth prospects - the correction is pushing the price down to a more interesting level.
5 Shopify (A)
E-commerce enabler with potential to profit from global online trade - more attractive again after setbacks.
6. target
Solid retail company with stable sales - fallen due to economic uncertainties and now valued more excitingly.
7 The Trade Desk (A)
Profiteer of growing digital advertising - currently cheaper due to tech sector correction.
8 Zeta Global Holdings
Growing in data-driven marketing - still a small cap with opportunities due to current valuation weakness.
9 Alphabet (A)
Google parent with strong AI and cloud position - correction offers long-term investors favorable entry opportunities.
10. amazon.com
Market leader in e-commerce and strong in the cloud sector (AWS) - currently more exciting again after declines.
11. ASML
Monopolist in EUV lithography machines for the chip industry - cheaper due to market downturn, but essential in the long term.
12. diageo
Strong consumer goods stock (e.g. spirits) - currently under pressure due to economic concerns, which creates good opportunities for additional buying.
13. HCA Healthcare
Largest private hospital operator in the USA - defensive business model, more interesting valuation after the correction.
14. Lam Research
Important supplier for the semiconductor industry - currently affected by the weak semiconductor market, but enormously important in the long term.
With these words, I wish you a pleasant Sunday evening and a successful week! $META (+0,53%)
$LRCX (+1,05%)
$HCA (-3,85%)
$DGE (-1,34%)
$ASML (-0,08%)
$AMZN (+0,25%)
$GOOGL (-1,98%)
$ZETA (+4,06%)
$TTD (-0,15%)
$TGT (+1,34%)
$SHOP (+2,12%)
$CRM (+1,45%)
$O (-0,52%)
$PYPL (+1,18%)
Now had to top up again at $TGT (+1,34%) at 97€
$TGT (+1,34%) ?? Why? Why is the title so bad? It's been a while since the last information. This one is no good
$NOVO B (-0,7%) 15x
$TGT (+1,34%) 3x at 99€
Another 7x will follow if we reach the 95€.
$VST (+1,58%) 5x at 105€
another 5 will follow if we reach €97.
$ZTS (+1,03%) 5x at 148€