CSX Homer Simpson quality check 😁

• Dividend at approx. 1.5%
• Payout at approx. 25%
• Dividend for 20 years increased

3/3 Possible points 💪😁

⚠️⚠️⚠️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 (-1.02%)

🇺🇸Costco $COST (-0.63%)

🇺🇸Domino's Pizza's $DPZ (-1.5%)

🇺🇸Texas Roadhouse $TXRH (-1.43%)

🇺🇸TransDigm $TDG (-0.76%)

Newly launched today

🇺🇸Booz Allen Hamilton Holding
$BAH (+2.56%)

🇺🇸Blackstone $BX (-4.53%)

🇺🇸KKR & Co
$KKR (-3.87%)

🇺🇸Vulcan Materials
$VMC (-0.4%)

🇺🇸CSX $CSX (-0.46%)

🇺🇸Carrier Global $CARR (-2.6%)

🇺🇸Hilton Worldwide $HLT (-0.3%)

🇺🇸Merck & Co $MRK (-0.31%)

🇺🇸Moodys $MCO (-3.97%)

🇺🇸Rollins $ROL (-0.72%)

🇺🇸Toll Brothers $TOL (-3.31%)

🇺🇸Watsco $WSO (-0.04%)

🇺🇸Cardinal Health $CAH (+0.06%)

🇺🇸Colgate Palmolive $CL (-0.46%)

🇺🇸Emerson Electric $EMR (-1%)

🇺🇸Nordson $NDSN (+0.64%)

🇬🇧BAE Systems
$BA. (+0.37%)

🇬🇧RELX
$REL (-0.2%)

🇬🇧Bunzl
$BNZL (-0.78%)

Sometimes good investment opportunities are right in front of your own eyes. When I was at a production site the other day and caught sight of the countless tank cars, I got to thinking about who actually does the better business on the rails. Who makes more money on a freight train - the locomotive or the railcars? So I was more concerned with this issue, since there is still no way to invest in Canadian Pacific after the merger. I already thought about this in the following article: https://getqu.in/tWYkun/

GATX - interesting alternative to traditional logistics companies on the stock exchange.

What makes $GATX (-0.34%)?

GATX is a US-based lessor/leasing provider of railcars in North America, Europe and India. This makes them one of the largest rail fleet owners in the world.

But what is the business behind it?

GATX leases the wagons directly to manufacturing companies. During the term of the contract, they are the physical property of the manufacturing companies, which have to bear the corresponding costs for maintenance and repair. Most people should be familiar with this from conventional car leasing.

They are therefore independent of the respective operating costs and operating resources that a transport company has to take into account and which, of course, cannot be neglected in view of rising energy prices, as well as independent of freight rates and order backlog.

Therefore a good alternative to the established transport companies, like $UNP (-2.2%) , $CSX (-0.46%) , $NSC (+0%) or $CNR (-1.08%) as investments.

In addition, they offer their service in maintenance. The license to maintain their wagons is transferred to external service providers and marketed. Customers are thus forced to visit contract workshops in order to be able to guarantee compliance with the leasing contracts.

The risks of the business:

However, GATX thus bears the worry of the freely available fleet and has to bear corresponding costs for each wagon that has not been leased. In addition, they are of course dependent on the freight rates of their customers in order to be able to achieve maximum capacity utilization when leasing.

Likewise, they bear the risk of the procurement costs for the construction of the respective product in the calculation.

The portfolio:

GATX has chemically resistant tank cars of various volumes and designs for liquids. This includes the respective regional standards. In addition, transport wagons for bulk goods, intermodal, general cargo and compressed gas containers.

Competition?

Hardly to be found on the stock exchange. The direct competitors are Ermewa and VTG.

Ermewa is now part of DWS. $DWS (+0.39%) . At the same time, VTG became the property of the Abu Dhabi sovereign wealth fund at the end of 2022. The Swiss competitor Wascosa is still present, but rather insignificant in these proportions.

The takeovers of major competitors actually show the lucrativeness of the business, so other investors are left out of the equation. The business model is a flourishing cash cow with excellent future prospects thanks to higher freight rates by rail.

All in all, for me a nice American second-tier stock with growth prospects. At the moment, however, I am waiting with an investment until the economy improves again for the industrial stocks on the active continents. As a bonus, there is always a nice little dividend.

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗦𝗔𝗣'𝘀 𝗖𝗹𝗼𝘂𝗱 / 𝗕𝗮𝘁𝘁𝗲𝗿𝗶𝗲-𝗔𝘂𝗳𝘁𝗿𝗮𝗴 / 𝗘𝗹 𝗦𝗮𝗹𝘃𝗮𝗱𝗼𝗿 𝗯𝗼𝘂𝗴𝗵𝘁 𝘁𝗵𝗲 𝗗𝗶𝗽 / 𝗞𝗿𝘆𝗽𝘁𝗼 𝗶𝗺 𝗻𝗲𝘂𝗲𝗻 𝗞𝗼𝗮𝗹𝗶𝘁𝗶𝗼𝗻𝘀𝘃𝗲𝗿𝘁𝗿𝗮𝗴

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Allstate ($ALL (-3.94%)), Barrick Gold ($ABX (-1.58%)), Brookfield Asset Management ($BAM), CSX Corporation ($CSX (-0.46%)), Dow, Inc. ($DOW (-0.33%)), DuPont de Nemours ($DD (-1.32%)), Estée Lauder Companies ($EL (+1.27%)) and Moët Hennessy Louis Vuitton ($MOHF (+0%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Li Auto ($LI (-0.91%)) presents its figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

SAP ($SAP (-0.12%)) - SAP CEO Klein says SAP is becoming one of the largest cloud companies in the world. The focus on the cloud is expected to attract new investors to the software giant. After announcing a new strategy about a year ago, SAP's share price had crashed 20 percent in one day. Klein said that decision had been the right one and that the future lies in the cloud. SAP shares were up 2.76 percent at times on Monday to 117.33 euros.

Stellantis ($STLA (-1.51%)) - German lithium producer Vulcan Energie wins a major contract from Opel parent car company Stellantis. Vulcan is to supply between 81,000 and 99,000 tons of battery-grade lithium hydroxide to the auto group for at least five years starting in 2026. The lithium is to be extracted from thermal water from the Upper Rhine Graben. By simultaneously using the heat of the water extracted from the depths, the lithium is to be CO2-neutral. In view of the growing electric car boom, Vulcan Energie is considering going public.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

El Salvador - Salvadoran President Nayib Bukele celebrated Black Friday by buying the dip again for 20% off. Five million US dollars were invested again and the total Bitcoin ($BTC (+2.8%)) rose to 1,220 BTC for El Salvador with a value of about 66.3 million US dollars.

The Federal Government - The coalition agreement of the new federal government mentions crypto for the first time. The new coalition wants to make the "European Financial Market Supervisory Law" fit for crypto assets and companies. A level playing field between traditional finance and "innovative business models" is to be advocated.

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