ThemenmitKopf (@topicswithhead) on getquin

3Mon·

Companies that I find interesting but do not yet have in my portfolio and that have a 10-year average ROIC of over 10% and a 5-year average ROCE and ROIC of over 10%, $ANET, $MA (-1.65%) , $VRTX (+0.39%) , $RMS (-0.59%) , $PGHN (-1.04%) , $COLO B (+0.78%) , $ACN (-1.75%) , $MNST (-2.6%)
$FICO (-1.96%) , $MCO (-3.78%) , $KNIN (-0.02%) , $S&P Global, $ISRG (+0.87%)
$III (-1.13%) , $BKNG (-1.71%)
$HLAG (+1.07%) , $QCOM (-0.6%) , $CFR (-0.62%) and $IFX (-0.05%) . Already blatant companies

28 Comments

ThemenmitKopf@topicswithhead

3Mon

@Simpson you have them all. You are the contact point where it is most likely to work out

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Dirty30@Dirty30

3Mon

There are already some such values that I am monitoring and would also like to have, such as $ANET $AXON $CMG $DECK $LII $WING. However, clear parameters currently prohibit me from buying. This is important to avoid fomo buying 😁 However, as many of these stocks are already overbought and some are already forming bearish divergences, it is only a matter of time before major corrections occur. Then you have to snap it up 🐊😁Taking $ANET as an example, I would only snap it up when the price returns to the 200 average line, which is currently just $175. This shows quite clearly what price premium you would currently pay for such a company.

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Gomerdoc@Gomerdoc

1Mon

There are a few other ROIC performers:

NVIDIA: 131.76% ROIC
- Apple: 44.76% ROIC
- Microsoft: 23.26% ROIC
- Meta: 31.79% ROIC
- Taiwan Semiconductor: 25.41% ROIC
Financial service providers
- Mastercard: 46.73% ROIC
- Visa: 28.13% ROIC
Retailers
- Home Depot: 26.24% ROIC
- Costco: 20.25% ROIC
Technology Hardware
- Applied Materials: 33.41% ROIC
- Texas Instruments: 25.27% ROIC
Software and IT Services
- TCS: 83.84% ROIC
- Infosys: 39.20% ROIC
Industry and Energy
- ONGC: 36.33% ROIC
- Coal India: 32.63% ROIC

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