Hermes $RMS (-0,06%) (very expensive 🤑 )

Ferrari $RACE (+1,1%)

Lululemon $LULU (-0,38%)

Just do it $NKE (-0,18%) (supposedly cheap at the moment, please do not reach into the falling knife)

Booking $BKNG (+0,21%)

Marriott $MAR (+0,24%)

Ulta Beaty $ULTA (-0,21%) and/or L'Oreal $OR (-1,5%) (much more expensive)

Mercadolibre $MELI (+1,25%)

Texas Roadhouse $TXRH (+0,7%)

Chipotle $CMG (+5,46%)

Fast Retailing $9983 (-0,45%)
(doesn't fit with the others on the list but I could imagine it as a speculative stock)

"Everything" very expensive, luxury.

I would be interested to know what your favorites are for a long-term investment?

Bear market offensive has started. From now on, every spare euro will be invested. And what could be better than a $TXRH (+0,7%) steak 🥩 at falling prices 🍻

With this in mind... keep going 💪

With $TXRH (+0,7%)
$CMG (+5,46%)
$MCD (+0,23%)
$DRI (-0,13%)
$DPZ (+0,06%) I have a few restaurants in my savings plan portfolio 😁

Last earnings Texas Roadhouse

• Dividend will increase by 11 % to 0.68$ increased
• Share buyback program of 500 million$

4Q 2024 4Q2023

Turnover 1.437 bn.$ 1,164 billion dollars

Net profit 115 million dollars 72 million dollars

EPS 1.73$ 1.08$

Source

https://investor.texasroadhouse.com/press-releases/press-release-details/2025/Texas-RoadhouseInc.-Announces-Fourth-Quarter-2024-Results/default.aspx

Are you in the industry and what do you have in your portfolio?

Hi folks,

I'm currently looking for a good fast (casual) food company that is a good place to start. I'm looking for small companies rather than big players like $MCD.

I have in mind especially $WING (+4,97%) and $TXRH (+0,7%)

what do you say?

Texas Roadhouse $TXRH (+0,7%) is one of those stocks you like to have in your portfolio: solid growth, strong finances and a dividend that increases regularly. While many restaurant chains struggle with changing trends, TXRH sticks to its recipe for success - large portions, fair prices and a relaxed atmosphere. And the guests love it.

Financially, things are looking great: In the last quarter, +15% sales, +47% earnings per share - you don't often see figures like that in the restaurant industry. The debts? Hardly worth mentioning. In addition, there is a dividend yield of around 1.4%, which increases every year. So the company is giving its shareholders a good return.

Investor Joseph Carlson regularly raves about TXRH, and not without good reason. The share has easily outperformed the S&P 500 over the last five years. Of course, there are always risks - rising wages or weak consumer sentiment could have a negative impact. But Texas Roadhouse has so far shown that it can overcome such challenges.

Conclusion: Strong company, solid growth, reliable dividend. If you are looking for long-term quality, you could be right on the money here.

⚠️⚠️⚠️Breaking News⚠️⚠️⚠️

ATTENTION to all who have a deposit with Trade Republic, today more than 100 savings plans will be executed with me, the real offensive starts at 15.30 and can take up to 4 hours, as there may well be "massive" "failures" and "delays" during this time, I ask you to keep calm, take a deep breath and not to bombard Trade Republic customer support with inquiries. Thank you very much 😁

As far as the Ultimate Homer "ETF" is concerned, many new stocks were added in September 😁

In since September 2

🇺🇸Chipotle $CMG (+5,46%)

🇺🇸Costco $COST (+0,14%)

🇺🇸Domino's Pizza's $DPZ (+0,06%)

🇺🇸Texas Roadhouse $TXRH (+0,7%)

🇺🇸TransDigm $TDG (+0,92%)

Newly launched today

🇺🇸Booz Allen Hamilton Holding
$BAH (+0,64%)

🇺🇸Blackstone $BX (-1,6%)

🇺🇸KKR & Co
$KKR (+0,3%)

🇺🇸Vulcan Materials
$VMC (-0,46%)

🇺🇸CSX $CSX (-0,61%)

🇺🇸Carrier Global $CARR (-0,26%)

🇺🇸Hilton Worldwide $HLT (+0,42%)

🇺🇸Merck & Co $MRK (+3,78%)

🇺🇸Moodys $MCO (+0,1%)

🇺🇸Rollins $ROL (+0,17%)

🇺🇸Toll Brothers $TOL (-0,85%)

🇺🇸Watsco $WSO (+0,33%)

🇺🇸Cardinal Health $CAH (+1,55%)

🇺🇸Colgate Palmolive $CL (+1,06%)

🇺🇸Emerson Electric $EMR (+0,23%)

🇺🇸Nordson $NDSN (-0,42%)

🇬🇧BAE Systems
$BA. (+0,35%)

🇬🇧RELX
$REL (+0,71%)

🇬🇧Bunzl
$BNZL (-1,19%)

Moin Moin,

If you had the choice. How would you decide? Either $CMG (+5,46%) buy a company that has a high P/E ratio and has already grown strongly, or $TXRH (+0,7%) buy a company whose P/E ratio is somewhat lower and which has also grown strongly, but whose market cap is smaller?