ThemenmitKopf (@topicswithhead) sur getquin

3Mo·

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 (-2,03 %) , $VRTX (-0,43 %) , $RMS (-0,67 %) , $PGHN (-1,09 %) , $COLO B (+0,02 %) , $ACN (-3,07 %) , $MNST (-3,14 %)
$FICO (-2,36 %) , $MCO (-4,03 %) , $KNIN (-0,07 %) , $S&P Global, $ISRG (+0,22 %)
$III (-1,36 %) , $BKNG (-2,09 %)
$HLAG (+0,66 %) , $QCOM (-1,39 %) , $CFR (-0,67 %) and $IFX (+0,04 %) . Already blatant companies

28 Commentaires

ThemenmitKopf@topicswithhead

3Mo

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

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Dirty30@Dirty30

3Mo

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

1Mo

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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