1Ano·

Under the radar - your favorite?

Because I'm bored at the moment and I'm also interested in your opinion, I'll throw a few titles in here that I think are all very exciting and usually fly under the radar.

Here we go 👇

$CORT (-0,38%) Corcept Therapeutics

$HALO (+0,05%) Halozyme Therapeutics

$KRI (-0,65%) Kri Kri Milk Industry

$ALCRB (+0,39%) Carbios

$APH (+0,09%) Amphenol

$XYL (-0,37%) Xylem

$MPWR (+1,58%) Monolithic Power Systems

$VITL (+0,26%) Vital Farms

These are, of course, shares from a wide variety of sectors and with different "degrees of maturity", but as I have written, I think they are all very exciting.

Do you know them all? Opinions?

P.S. I myself have Corcept, Carbios and Amphenol in my portfolio, and I follow the others more or less regularly.

30 Comentários

Maximilian@Max095

1Ano

$XYL is the most interesting for me

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Jakob C.@Creutzfeldt_Jakob

1Ano

@Max095 I'm waiting for a setback here, I missed entering with a small position below €100. For me, Xylem is the safest port on the list alongside Amphenol.

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Maximilian@Max095

1Ano

@investment_guru_2035 when the setback comes 🧐

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Jakob C.@Creutzfeldt_Jakob

1Ano

@Max095 🤷🏼‍♂️

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AI sagt@GoDividend

1Ano

@Max095 At the time, I also found $SVT for lovers of shares from the UK, among other things, for the water basket

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Jakob C.@Creutzfeldt_Jakob

1Ano

@GoDividend I don't know it at all. It looks good at first glance. I'll add it to my watchlist, thank you 👍

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Tenbagger-Capital@Tenbagger-Capital

1Ano

@Max095
Is also interesting and a safe haven
$BMI

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Maximilian@Max095

1Ano

@Tenbagger2024 Thanks :) Rating rather high with kgv of 50 or ?

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Tenbagger-Capital@Tenbagger-Capital

1Ano

@Max095
Yes, although the share was never cheap and is actually a long-term runner.

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Jakob C.@Creutzfeldt_Jakob

1Ano

@Tenbagger2024 I also had it on my radar for a long time, that's true, but in the long term I would actually rather be with Xylem.

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Brody@Brody

1Ano

$ALCRB I also have in my portfolio. If the system can be financed, it could turn into a great story. With L'oreal and L'occitane, two media-effective partnerships have been landed. But of course it can also fail and the share is worthless. This is why it is by far the smallest position in the portfolio.

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Jakob C.@Creutzfeldt_Jakob

1Ano

@Brody I agree. The potential for great things is there, so I'm already holding a first small position in the portfolio.

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PatitosFortune@dividend_master_pf

1Ano

Interesting! I am closely monitoring $KRI too

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Jakob C.@Creutzfeldt_Jakob

1Ano

@dividend_master_pf I was in Kri Kri a few months ago. Now i would say, Kri Kri may be a little overpriced. Would like to wait for the next numbers and outlooks. Kri Kri is very interesting in terms of dividends as well….

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Chris@Multibagger

1Ano

I only know $HALO, $APH, and $XYL. However, my knowledge of the business model and figures is rather rudimentary, except for $APH, which has at least made it onto my watchlist. That's why I stay out of it.

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Jakob C.@Creutzfeldt_Jakob

1Ano

@Multibagger Completely understandable. But thanks for the feedback! I always find it most exciting here to come across titles that not everyone has on their radar and to let the swarm intelligence run over these inspirations again - helps well and is very valuable when pre-sorting and assessing 👍

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Tenbagger-Capital@Tenbagger-Capital

1Ano

I also have Corcept in my portfolio.
Due to the triple-digit profit growth.
And the great increase in the EbiT margin

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Helge@Schneider

1Ano

$APH doesn't fly under the radar, the hut is just completely overrated... with the others you have to see if it's worth it

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Jakob C.@Creutzfeldt_Jakob

1Ano

@Doe Phew, I don't quite see it that way. A) Yes, it may still be the best-known of the stocks mentioned, but its quality means that it is clearly neglected in discussions. And B) it is now sportily valued, I agree with you - but Amphenol has always felt overvalued, even when I bought it, I was advised against it for this reason - I am now up more than 120% and it continues to deliver....

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getused@getused

1Ano

$BTC

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Jakob C.@Creutzfeldt_Jakob

1Ano

@getused I'm there too ✅ But it's not under the radar, I would say 😅

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getused@getused

1Ano

@investment_guru_2035 Well, if you look at the Google trends, definitely. Retail is not there at the moment.

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Kapitän K.@PalmPirateTechnocrate

1Ano

$MPWR i'm in there. i will buy more as soon as it "crashes". i always wanted to get into xylem, but i missed the dividend there. that's why i'm invested in $AWK and $VIE.

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Jakob C.@Creutzfeldt_Jakob

1Ano

@PalmPirateTechnocrate I also had Veolia on my radar. The water issue is (thank goodness) exciting, but it's not clear-cut from my point of view.

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Kapitän K.@PalmPirateTechnocrate

1Ano

@investment_guru_2035 what do you mean, ambiguous? i think that due to urbanization, water technology and treatment requirements are increasing, so that's my thesis....

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Jakob C.@Creutzfeldt_Jakob

1Ano

@PalmPirateTechnocrate Yes, it is. Ambiguous in the sense of: In my opinion, it is not clear who will be the leader in the coming years. Market leaders are often quickly identified in certain sectors.

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Tenbagger-Capital@Tenbagger-Capital

1Ano

@PalmPirateTechnocrate
On the subject of water, $TTEK may also be of interest. Water treatment, flood protection etc.

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