Air Products & Chemicals $APD (+0,85%)
Ecolab $ECL (+1,64%)
CRH $CRH (-0,13%)
Linde $LIN (+1,12%)
Sherwin-Williams $SHW (+0,84%)
Rio Tinto (With $RIO (+2,18%) 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 (-0,68%) Franco Nevada is a royalty company with low operating risk but high gold price leverage.
$AEM (-0,65%) Agnico Eagle is a classic mining company with a good balance sheet and a decent dividend history.
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