to $V (+1,73%) probably doesn't need much sagen🤷🏼‍♂️ topping up!

I hope that the share price of $V (+1,73%) will go down, giving me the opportunity to significantly expand my position in this company. I currently only own two shares of Visa, but I am convinced that this is a solid long-term investment. A drop in the stock price provides me with the ideal opportunity to buy more shares at a lower price, lowering my average purchase price and allowing me to better take advantage of a future stock price increase.

When the stock price drops temporarily, it is a clear signal for me to strike. I am an advocate of taking advantage of market opportunities and believe that share price declines are often not a reflection of a company's fundamental value like Visa, but rather a reaction to temporary market fluctuations or broader economic uncertainty. These temporary dips, I believe, are precisely when smart investors seize their opportunities. For me, this means that once the price drops, I am able to buy more shares, increasing my exposure to a company with strong growth potential.

A falling price creates the opportunity to gain a larger share of Visa's market position with a lower investment. This is attractive not only from a valuation standpoint, but also because a larger position in my portfolio allows me to benefit from dividend payments and a future increase in value. By owning more shares, any recovery movement in the stock price will allow me to earn greater returns. I believe that Visa's technological and financial fundamentals are strong enough to continue to grow over the long term, despite temporary fluctuations.

In addition, the broader trend toward digitalization of payments plays an important role in my investment strategy. The world is increasingly moving toward cashless payments and the integration of technology into financial services. Visa, as a leading player in this field, is poised to benefit from this trend. As consumers and businesses become more confident in digital payments, I expect demand for Visa's services to increase. This reinforces my belief that a larger position in Visa can contribute to a solid return on my investment over the long term.

Moreover, I believe in the principle of "buy the dip.

This means that in moments of price declines, I deliberately make additional investments in companies in which I have confidence. This strategy helps to lower the average purchase price, which means that when the market recovers, the profitability of the investment can increase significantly. The moment the stock price drops is a strategic entry point for me to take advantage of better pricing. I am fully aware that the stock market is full of uncertainties, but by betting on companies with strong fundamentals like Visa, I am deliberately taking a calculated risk.

Furthermore, expanding my position in Visa also provides more leverage for future price movements in my portfolio. The more shares I own, the stronger I can benefit from any rise in the stock price. This means that a future rebound in the market, and specifically in the digital payments sector, will positively impact my portfolio. I see this potential as an important reason to hope for a decline now so that I can expand my position and be better prepared for future growth.

In conclusion, I believe that patience and a strategic approach are the keys to success in investing. By waiting for the right time to enter and taking advantage of price declines, I can gradually strengthen my portfolio. This strategy requires discipline and a long-term view, something that is central to my investment philosophy. Therefore, my desire to buy more Visa shares is not motivated by short-term profit-seeking, but by a belief in the company's sustainable value and growth potential.

In short, I look forward to a time when Visa's share price falls so that I can increase my position and take full advantage of a future market rise. This approach fits perfectly into my strategy of optimizing my investments and investing in companies with a strong vision for the future.

$V (+1,73%)
#aandelen
#roadto100k
#meneervermogen
#youtube
#trend

Visa always works 😍

Over the last few weeks, I have been looking at shares from a new perspective and have started to take a closer look at balance sheets and fundamental data. 🤯

Unfortunately, I still don't use a screener and have therefore only looked at the stocks that I am familiar with in some form.

In view of the tradable shares on the global market, this is certainly a big mistake and I have some catching up to do. Nevertheless, I would like to share some of my findings with you.

I have created two lists for this purpose.

On the lists you will find stocks that in my opinion have excellent fundamental quality characteristics.

The first list contains the absolute quality companies, some of which have already proven themselves over many years, and the second list contains companies that could still become such or have not yet proven themselves long enough and could therefore be a good long-term investment. The lists are neither correct nor complete and, depending on your point of view, some stocks belong on one list or the other, or perhaps not on any list at all.

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Quality companies:

• Visa$V (+1,73%)

Duopoly, very strong profit margin,

Risks: Google Pay/Apple Pay etc.

• Waste Management$WM (-0,47%)

Long-term contracts, strong balance sheet, regular share buybacks

• Stryker$SYK (+0,9%)

• Intuitive Surgical$ISRG (+4,13%)

• Novo Nordisk$NOVO B (+2,86%)

• Essilor Luxottica$EL (-0,36%)

Strong moat, good growth,

Weaknesses: low return on equity

• Hershey$HSY (+1,62%)

Solid cash flow, >50% return on equity,

Weaknesses: approx. 90 % of sales generated in the USA, trend towards healthier food

• ASML$ASML (+2,84%)

• Alphabet$GOOGL (+2,09%)

• Hermes$RMS (-0,54%)

• Wal-Mart de Mexico$WALMEX* (-0,4%)

The only retail food group I know of with a significant margin of

significant margin of >5%, stable growth and healthy balance sheet,

Growing middle class in Mexico and expansion in Central America.

Weaknesses: Mexican peso

• Lotus Bakeries$LOTB (+0,76%)

Continuous sales and profit growth, very nice balance sheet, but a high stock valuation

high stock valuation (like the vast majority in this list)

• Ferrari$RACE (-2,48%)

• Zoeties$ZTS (-0,31%)

Market leader, high margin, solid cash flow, growing dividend,

• Idexx Laboratories$IDXX (-2,34%)

Very nice growth stock with high customer loyalty, strong growth, >80%

return on equity, solid balance sheet,

• alliance$ALV (-0,99%)

• Microsoft$MSFT (+0,56%)

• Procter & Gamble$PG (-0,72%)

• Pepsi$PEP (-1,92%)

• Adobe$ADBE (-1,28%)

• L'Oreal$OR (+0,19%)

• Schneider Electric$SU (+3,59%)

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Opportunities and future quality Company?

• Rio Tinto$RIO (+0,52%)

• 3i$III (-2,43%)

• Main Street Capital$MAIN (-2,6%)

• Mutares$MUX (+5,9%)

• Altria$MO (+0,13%)

• Terna$TRN (-3,9%)

• Pfizer$PFE (-0,64%)

• Vinci$DG (-3,04%)

• Mercadolibre$MELI (-2,56%)

• Caterpillar$CAT (-0,86%)

• BAE Systems$BA. (+1,45%)

• Lululemon$LULU (+1,09%)

• Generali$G (-0,48%)

• Energiekontor$EKT (+3,38%)

• Vici$VICI (-0,88%)

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Thanks for reading and I look forward to additions, corrections and exchanges of opinion.

Are there any of the stocks mentioned that are of particular interest to you?

Has anyone delved particularly deeply into one or other stock?

Then have a nice weekend 🥳

Visa has made Apple an offer of around 100 million dollars to secure the Apple Card. The background to this is that Goldman Sachs is withdrawing from the consumer credit business and the card will be reissued. In addition to Visa also fight American Express and Mastercard for the role of card network. Visa has made an aggressive offer, while American Express is competing as both issuer and network. Mastercard wants to retain its position as a network. The deal would be the end of Goldman's Goldman's failed attempt in the consumer credit business, which Apple which is worth around 20 billion dollars.

$V (+1,73%)
$MA (+1,2%)
$AXP (+2,54%)
$AAPL (-3,23%)
$GS (+0,52%)

Source: https://www.tradingview.com/news/DJN_DN20250401009397:0/

Hello everyone,

I have looked at the stocks in my portfolio with my new but still incomplete knowledge of fundamental analysis and am of the opinion that some stocks are heavily overvalued.

Perhaps they will fall back to their fundamental value soon or at some point?

Yes, actually this is bound to happen in the long term.

So I'm wondering whether I should sell now and invest the capital in fundamentally favorable stocks or in my ETFs?

I also find it interesting that some stocks were already overvalued when I bought them and some only became overvalued later.

----------------------------------------------------------------------------------------------------------

In my opinion, some of the stocks in my portfolio are overvalued:

(not exhaustive)

Palantir $PLTR (+8,43%)

Ferrari $RACE (-2,48%)

Rheinmetall $RHM (+6,27%)

Agree Realty $ADC (-3,84%)

visas $V (+1,73%)

Hermes $RMS (-0,54%)

Microsoft $MSFT (+0,56%)

Nu 😅 $NU (+5,06%)

Asml $ASML (+2,84%)

----------------------------------------------------------------------------------------------------------

On the other hand, I think they are favorably valued at the moment:

(some are not really cheap, but maybe worth buying)

Amazon $AMZN (+4,15%)

Abc $GOOGL (+2,09%)

Sofi $SOFI (+5,06%)

Lockheed Martin $LMT (+0,2%)

Berkshire $BRK.B (+0,59%)

Caterpillar $CAT (-0,86%)

Occidental Petroleum $OXY (-3,06%)

Rio Tinto $RIO (+0,52%)

----------------------------------------------------------------------------------------------------------

I think I probably wouldn't regret it if I just sold everything and put it in the $HMWO (+1,25%) and put it in the But I enjoy individual shares and the risk is limited. Still, I would like to know how you read valuations and translate them into action decisions and what you think about my specific situation and would possibly act.

The analysts at Morgan Stanley have put together an overview of stocks for life to soothe the battered soul of investors.

Under the title "Quality Stocks for a Long-Term Holding Period", they have compiled a list of 30 high-quality stocks. Welt" has filtered out 15 of them that are growing the fastest.

These are companies with sustainable growth and long-term potential.

The top 5 by market capitalization are:

$MSFT (+0,56%) - Microsoft

$META (+3,55%) - Meta Platforms

$LLY (+0,61%) - Elli Lilly

$V (+1,73%) - visas

$MA (+1,2%) - Mastercard

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 (-2,24%) or Main Street Capital $MAIN (-2,6%)
Chevron $CVX (-0,74%)

Vinci SA $DG (-3,04%)
United Parcel Service $UPS (-1,28%)
3i Infrastructure $3IN (-5%)
Iron Mountain $IRM (+0,61%)
Micro Star International $MSS
Nextera Energy $NEE (-2,55%)
Partners Group $PGHN (+0,56%)
Itochu Shoji $8001 (+0,12%)
Canadian National Railway $CNR (-0,37%)
Svenska Cellulosa $SCA B (-3,16%)
VAT $VAT
Investor AB $IVSB
Assa Abloy $ASSA B (-2,75%)
Linde $LIN (-1,45%)
John Deere $DE (-0,1%)
Landstar Systems $LSTR (-1,2%)
Dover Corporation $DOV (+0,05%)
Alimentation Couche-Tard $ATD (-2,05%)
ASML $ASML (+2,84%)
Infineon Technologies $IFX (+0,01%)
Sherwin-Williams $SHW (-3,9%)
Tencent $700 (-5,38%)
Microsoft $MSFT (+0,56%)
S&P Global Inc. $SPGI (-0,47%) or Moody's Corp. $MCO (+0,54%)
Visa $V (+1,73%) or Mastercard $MA (+1,2%)
Ferrari $RACE (-2,48%)

Which stocks do you have on your watchlist?

#aktien
#watchlist
#crash
#stock
#market