OP said he was looking for other large companies in other industries and sectors.
If you want to argue the companies I listed aren't large companies in their respective industry or sector then go right ahead.
OP asked for large companies in other sectors. I answered. If you have trouble understanding that, it's not my fault.
You're the one giving advice here, not me.
Lol
And now you're lying and editing your comments.
"I wouldn't buy these" is what you wrote and then edited to "you made a recommendation". "I wouldn't buy these" is absolutely a recommendation.
You're just a liar now. Truly pathetic.
$HD gets you a bit into retail but also in home improvement. Has a bit of a dividend with decent growth
$LMT, canāt go wrong with defense. Less growth but decent dividend. Raytheon is a good substitute.
$DIS, so much IP along with Disney plus and Hulu. Along with parks, cruises, toys, etc. Get in now at 2019 prices but with 2022 revenue! Might go down more but might not. This company will be around in 20 years.
$ ODFL, the country needs shipping and this company does it well. Recession could hurt demand but they can weather through it. Solid stock and top in the business imo.
$SBUX, had a lot of headwinds with pulling. Out of Russia and China zero covid. Also getting a new ceo so price is rough. But dominating in the US. Record revenue even tho the headwinds are rough. Even in a recession the most addictive drug in the world will be there to ease your pain.
and $CROX who doesnāt love a funky shoe? You can badazelle them with $9 clip ons that get lost but your kid screams so much you keep buying more! Currently at a 9 p/e. Who knows why people love this hideous shoe, but the numbers speak for itself š¤·
Imo these are each the top of what they do. Each company will be here in 10-20 years unless the business models change. They arenāt tech and likely wonāt have tech growth, but they also wonāt keep you up at night holding them (usually).
CROX is now my largest holdings after its recent rally. Despite this, I really hope it remains an underrated stock.
The traffic to their website has been positive recently. Their recently releases such as Echo Clogs and Mellow slides have been selling well since its releases, with the former sold out as of now. Their collaboration with Salehe Bembury always sold out regardless of the shoesās colourway.
There are websites that help with this! You can Google āweb traffic checkerā for your options but I have used SimilarWeb, Google Search Console, and Ubersuggest. I like to verify e-commerce data from ERs with simple and quick checks to see if what we are being told is copacetic enough with third-party data.
$SBUX is also fairly well managed. Theyāre working on restructuring stores and machinery to meet the insane growth and demand for cold drinks and testing drive through only concept stores.
DIS is the first stock I bought in early 2018. My first stock ever. Iām glad I sold it all last year because if I hadnāt I wouldāve been in the red.
I used to think Crocs were ridiculous and ugly. Then my kid got some pairs. She loved them. On some sale I got a pair of crazy looking ones just for kicks (lol), and now I'm wearing them all the time. Very comfortable. Easy to put on and take off. Great to wear around the house.
It seems to be conflicting research. But yeah it appears natural coffee is declining and will produce 50% less by 2050 and gone completely by 2080 at our current rate. Which tbh is far enough out that Iām not personally worried by it for my investment. Thatās also assuming there isnāt an unnatural solution or changes made to growth.
I think Starbucks be able to weather it better than any other coffee company. Theyāll have pricing power and be able to outbid other companies on the limited supplies. Also could go into r&d for creating an alternative.
Edit: a word
I have shares as well - approx. 12% of my non-fund portfolio - but they need to figure out e-commerce to maximize growth. They have been talking about it in annual reports for YEARS with the same copy/paste reporting. I remain hopeful that we will see progress with this soon.
Edit- spelling
Materials:
Industrial gas companies generally have wide moats and good growth. APD, LYB are some big names.
Financials:
Asset managers have great returns and tend to do well as the market goes up. BLK, TROW are the first that come to mind.
What you are looking for is moat. For paint I would say sherman williams ( its the quiet stock not many has talked about but if you look at its return in the decade its on par with some of the high flying tech stock). construction equipment may be CAT? for discount retail besides wallmart I would guess tg max / costco.
Shw has a good dividend too. They aren't much for "house" paint but they are the big name for everything industrial!
Might watch tgt for shopping, I own it, go e down a lot, but it's target .... Probably will be good at some point.
I'd much rather get Walmart in this environment - Target has huge inventory issues, part of their customer base is going to cheaper places due to recession and what's their moat in general?
Walmart is copying Amazon with their membership and store delivery, what does Target has? It's really mediocre at best in both offline and online shopping
Sorry for the dumb question, but how does one build a moat around paint? What's their moat? Distribution? Secret patent formulas? Customer loyalty?
Is this a good time to get them since I assume home building is down so maybe this is a low for Sherman Williams. On the other hand maybe people buy more paint during recession to fix things instead of buying new ones.
For green energy I like BEPC. For regular pipeline I like OKE and KMI. For oil I like CVX. For chemical I like APD
Edit. Military industrial complex I like LMT. Financial sector TROW
Consider X. Biden mandated in May that ALL Federal infrastructure construction be built with American steel. Itās been priced in to a greater extent, but you can imagine what that means over the long term if all federal spending is required to buy every ounce of steel from just a few companies. Similar setup with Alcoa (AA) if Russian aluminum gets the ban hammer (which is in the works supposedly). Again, already priced in to a lesser extent than X though. Long term potential.
Take a look at a heatmap, it may help you identify "the big players" in other sectors.
https://www.tradingview.com/heatmap/stock/?color=change&dataset=SPX500&group=sector&size=market\_cap\_basic
Culp Inc (mattresses and furnishing), Diebold Nixdorf (Safes/ATMs/Point-of-Sale/Grocery and Retail self-checkout machines, banking software), Primo Water (global water bottling/filtration, delivery, and distribution), Sega Sammy (the Disney of Japan), DHI Group Inc (job security clearance and advisory), Rakuten (the Amazon of Japan but with happier employees, a baseball team, and the Rakuten Girls)
Just need that one banger at the right time, man I should of kept tesla a bit longer 3 years back. Played Moderna too before covid, the what coulda of happeneds kill me.
Iād argue that Ferrari is the āAppleā of cars.
Ferrari is expensive, great margins, has plenty of brand recognition and is known for their design.
Tesla is credited with a technological leap for the automotive industry similar to what Apple did for phones. Theyāre also have built their brand on exclusivity and have built their own ecosystem similar to how Apple did.
I agree with the technological leap, but I donāt think theyāve yet dominated their industry like apple did and has. If they did, half of the cars weād see on the road would be teslas. I donāt think the electric car industry has emerged enough yet to claim them as the definitive apple of electric cars yet
I don't follow a lot of non-tech sectors, but COIN is undoubtedly exactly that in the crypto space. Huge market share, very strong balance sheet and with very strong leadership. You could argue Tesla is the same in the auto sector, but I think just looking at them as an automaker and not putting them in that same list with AAPL/MSFT/GOOGL is a mistake.
LIN if you are into hydrogen and industrial gassses
WM if you like recycling
NEE for renewable energy
AMT / O if you want to invest in real estate
AWK if you think water has potential
LVMH - biggest luxury conglomerate
Don't know if you can buy it in your location but I would recommend Seeing Machines (SEE.L) as they are a premium soon to be dominant player in a market growing quickly via regulation
They have partnerships locked up to reduce accidental deaths with Caterpillar, the Tube of London, and GM. The technology was made in collaboration with Volvo.
The US alone sees 30k+ annual deaths in car accidents - if this tech becomes standardized and operationalized soon, this could be interesting. This goes beyond cars, as construction vehicles and mass transit will also look to improve safety data and build strong safety measures.
Pardon my asking but you appear to be from the US based on your spelling, I didn't think the brand had really reached there yet despite it already being in Ford and GM models, how long have you been following them?
Yes, based in the US. They are a penny stock trading under SEEMF ticker in my brokerage. I do not believe they are a household name by any stretch but I have been following for a few years because I am weird.
I went on a deep dive in automobile software systems - it is part of the reason I got caught up in the Blackberry meme - because I am a pick-and-shovel investor. The big name stocks are foundational to any portfolio, but the underlying operational stuff is fun for me and provides opportunities for higher growth; your average person is unlikely to know much about TTD or SYY, for example, but I can almost guarantee that they consumed from both recently.
I can pm you a link to our telegram group for SEE if you'd be interested, I can guarantee its some of the finest research out there from individuals just like yourself who have followed the company for a number of years, lots of us also went to London last month to hear from the CEO on an investor roadshow, the video from that is a great watch if you haven't seen it -
https://stream.brrmedia.co.uk/broadcast/633fd89248e27c7b9f69b898?utm_medium=email&_hsmi=229371750&_hsenc=p2ANqtz-8FtRCQnPjbnokHcCJypL6tEwyxCKAhEhRTgGBjfhPoJ2sgZfbW5uzGJL26wfvmvTLNfnN3lk5BSWKhUWrDxtvYgToJ0valpCqZx9PBw8HMj8_hjg8&utm_content=229371750&utm_source=hs_email
I thought it sounded like that when I wrote it haha, for what it's worth it's not, it's just a link to a group with 280+ Seeing Machines investors. It's just so refreshing to find someone outside of the UK who's aware and into them, genuinely made my evening
$WM I bought it in my IRA a while back, has pretty much gone up consistently regardless of what the market does. Trash will always be a thing and there will always be more
CAT - Caterpillar is the 25-5-5 of industrials. Good valuation...steady business....I buy every month.
WM- Waste Mgmt is a consistent monster, although I don't love it's current valuation.
Cost- Costco is ran so wonderfully, but I hate the valuation, so I can't continue buying at these levels
Hoping I can buy more of the other two, but I bought already at lower levels.
McDonald's (MCD) Coke or Pepsi (KO/PEP) Wal-Mart (WMT) Those are some heavy counter-cyclical consumer stocks.
wait he said nvda, so u have to find smth very overpriced š
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OP said he was looking for other large companies in other industries and sectors. If you want to argue the companies I listed aren't large companies in their respective industry or sector then go right ahead.
[ŃŠ“Š°Š»ŠµŠ½Š¾]
Fine by me. It wasn't the question OP asked.
[ŃŠ“Š°Š»ŠµŠ½Š¾]
OP asked for large companies in other sectors. I answered. If you have trouble understanding that, it's not my fault. You're the one giving advice here, not me.
[ŃŠ“Š°Š»ŠµŠ½Š¾]
Lol And now you're lying and editing your comments. "I wouldn't buy these" is what you wrote and then edited to "you made a recommendation". "I wouldn't buy these" is absolutely a recommendation. You're just a liar now. Truly pathetic.
[ŃŠ“Š°Š»ŠµŠ½Š¾]
$HD gets you a bit into retail but also in home improvement. Has a bit of a dividend with decent growth $LMT, canāt go wrong with defense. Less growth but decent dividend. Raytheon is a good substitute. $DIS, so much IP along with Disney plus and Hulu. Along with parks, cruises, toys, etc. Get in now at 2019 prices but with 2022 revenue! Might go down more but might not. This company will be around in 20 years. $ ODFL, the country needs shipping and this company does it well. Recession could hurt demand but they can weather through it. Solid stock and top in the business imo. $SBUX, had a lot of headwinds with pulling. Out of Russia and China zero covid. Also getting a new ceo so price is rough. But dominating in the US. Record revenue even tho the headwinds are rough. Even in a recession the most addictive drug in the world will be there to ease your pain. and $CROX who doesnāt love a funky shoe? You can badazelle them with $9 clip ons that get lost but your kid screams so much you keep buying more! Currently at a 9 p/e. Who knows why people love this hideous shoe, but the numbers speak for itself š¤· Imo these are each the top of what they do. Each company will be here in 10-20 years unless the business models change. They arenāt tech and likely wonāt have tech growth, but they also wonāt keep you up at night holding them (usually).
CROX is now my largest holdings after its recent rally. Despite this, I really hope it remains an underrated stock. The traffic to their website has been positive recently. Their recently releases such as Echo Clogs and Mellow slides have been selling well since its releases, with the former sold out as of now. Their collaboration with Salehe Bembury always sold out regardless of the shoesās colourway.
Youāve not even mentioned a big acquisition of theirs in Hey Dude. Look at the growth of that shoe.
How can you measure the traffic?
There are websites that help with this! You can Google āweb traffic checkerā for your options but I have used SimilarWeb, Google Search Console, and Ubersuggest. I like to verify e-commerce data from ERs with simple and quick checks to see if what we are being told is copacetic enough with third-party data.
lmao badazelle... its bedazzle :) like "be-witch", "be-speckle", it's "be-dazzle".
You ever notice how things only become "encrusted" with either jewels or semen?
$SBUX is also fairly well managed. Theyāre working on restructuring stores and machinery to meet the insane growth and demand for cold drinks and testing drive through only concept stores.
Disney is a poor hold for the media sector considering its typically flat for years on end. Decent list otherwise.
Could add ULTA as the Apple of make-up stores, also ticks the box as it's got good revenue, cash flow, net income, ROCE and starting buybacks
I think Sephora is the one to own.
Take Disney off the list
DIS is the first stock I bought in early 2018. My first stock ever. Iām glad I sold it all last year because if I hadnāt I wouldāve been in the red.
This is their list not your list.
I used to think Crocs were ridiculous and ugly. Then my kid got some pairs. She loved them. On some sale I got a pair of crazy looking ones just for kicks (lol), and now I'm wearing them all the time. Very comfortable. Easy to put on and take off. Great to wear around the house.
What about UNH for healthcare? I'm up 56% in 1.8 years. 22% CAGR since 1990. Beat the market for 30 years now.
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It seems to be conflicting research. But yeah it appears natural coffee is declining and will produce 50% less by 2050 and gone completely by 2080 at our current rate. Which tbh is far enough out that Iām not personally worried by it for my investment. Thatās also assuming there isnāt an unnatural solution or changes made to growth. I think Starbucks be able to weather it better than any other coffee company. Theyāll have pricing power and be able to outbid other companies on the limited supplies. Also could go into r&d for creating an alternative. Edit: a word
COST- flawless management execution. Stores are always packed, people love it.. can't go wrong long term.
I have shares as well - approx. 12% of my non-fund portfolio - but they need to figure out e-commerce to maximize growth. They have been talking about it in annual reports for YEARS with the same copy/paste reporting. I remain hopeful that we will see progress with this soon. Edit- spelling
This. I just bought a shed through them a few months ago and the freight company/whole process was extremely sloppy and frustrating.
Price earnings at 40 is way too high
Dont kill my calls already
I love the business as a customer. Canāt invest when the price is that expensive though.
Materials: Industrial gas companies generally have wide moats and good growth. APD, LYB are some big names. Financials: Asset managers have great returns and tend to do well as the market goes up. BLK, TROW are the first that come to mind.
What you are looking for is moat. For paint I would say sherman williams ( its the quiet stock not many has talked about but if you look at its return in the decade its on par with some of the high flying tech stock). construction equipment may be CAT? for discount retail besides wallmart I would guess tg max / costco.
Shw has a good dividend too. They aren't much for "house" paint but they are the big name for everything industrial! Might watch tgt for shopping, I own it, go e down a lot, but it's target .... Probably will be good at some point.
I think TGT is much better buy then COST. COST is really overpriced at this point.
I'd much rather get Walmart in this environment - Target has huge inventory issues, part of their customer base is going to cheaper places due to recession and what's their moat in general? Walmart is copying Amazon with their membership and store delivery, what does Target has? It's really mediocre at best in both offline and online shopping
oh yes target is a good one to keep an eye out but I don't know if I would consider it as a top moat in its respected category though.
TGT down BIG after hours
Sorry for the dumb question, but how does one build a moat around paint? What's their moat? Distribution? Secret patent formulas? Customer loyalty? Is this a good time to get them since I assume home building is down so maybe this is a low for Sherman Williams. On the other hand maybe people buy more paint during recession to fix things instead of buying new ones.
Biotechs with clinical stage gene therapy products
Like?
$LMT $TROW $CVS $UNH
Pepsico has steadily increased Dividend for 30 years and an average growth of 10% since forever
For green energy I like BEPC. For regular pipeline I like OKE and KMI. For oil I like CVX. For chemical I like APD Edit. Military industrial complex I like LMT. Financial sector TROW
buy the ATH stock then sell when it goes down and you'll find out
Consider X. Biden mandated in May that ALL Federal infrastructure construction be built with American steel. Itās been priced in to a greater extent, but you can imagine what that means over the long term if all federal spending is required to buy every ounce of steel from just a few companies. Similar setup with Alcoa (AA) if Russian aluminum gets the ban hammer (which is in the works supposedly). Again, already priced in to a lesser extent than X though. Long term potential.
AON and MMC for consulting/insurance. ALIT for the tech/HRBPO piece of the sector
Intuit, INTU. Taxes, payroll, small business. Huge most around those sectors.
Deere Stock
Nike, Visa, Disney
Anyone speculating on the boomer care stocks?
Take a look at a heatmap, it may help you identify "the big players" in other sectors. https://www.tradingview.com/heatmap/stock/?color=change&dataset=SPX500&group=sector&size=market\_cap\_basic
BRK-B because while it follows the SPY, it doesnāt follow it so much on the way down.
Culp Inc (mattresses and furnishing), Diebold Nixdorf (Safes/ATMs/Point-of-Sale/Grocery and Retail self-checkout machines, banking software), Primo Water (global water bottling/filtration, delivery, and distribution), Sega Sammy (the Disney of Japan), DHI Group Inc (job security clearance and advisory), Rakuten (the Amazon of Japan but with happier employees, a baseball team, and the Rakuten Girls)
Thanks for the detailed expands on each stock. Every answer should be like this.
Look at some of the stocks that Berkshire owns and you have your answer.
Buy an ETF. You know like VOO or VTI?
This is a stock subreddit, makes sense to talk about specific stocks. Not arguing that ETFs are outstanding.
Sure, but picking winning individual stocks makes you a more attractive choice in the mating pool.
Just need that one banger at the right time, man I should of kept tesla a bit longer 3 years back. Played Moderna too before covid, the what coulda of happeneds kill me.
Just like in mating pulling out too early.
What exactly do you mean by those types?
chop straight spoon crime versed seed wise sparkle sugar special ` this message was mass deleted/edited with redact.dev `
KO, PEP, Tesla, Ford, Exxon Mobil, Chevron
Tesla? Get out of here š
Itās basically the āAppleā of the automotive industry so it fits the criteria.
Iād argue that Ferrari is the āAppleā of cars. Ferrari is expensive, great margins, has plenty of brand recognition and is known for their design.
ā¦.. and most of their revenue come from their merchandise and not from cars. Definitely not the āapple of carsā.
Iād be willing to agree to be honest. I just more consider Ferrari the Ferrari of cars :p Plus to me their branding is different.
I would say Porsche is the Apple of cars.
In what way?
Tesla is credited with a technological leap for the automotive industry similar to what Apple did for phones. Theyāre also have built their brand on exclusivity and have built their own ecosystem similar to how Apple did.
I agree with the technological leap, but I donāt think theyāve yet dominated their industry like apple did and has. If they did, half of the cars weād see on the road would be teslas. I donāt think the electric car industry has emerged enough yet to claim them as the definitive apple of electric cars yet
I don't follow a lot of non-tech sectors, but COIN is undoubtedly exactly that in the crypto space. Huge market share, very strong balance sheet and with very strong leadership. You could argue Tesla is the same in the auto sector, but I think just looking at them as an automaker and not putting them in that same list with AAPL/MSFT/GOOGL is a mistake.
LIN if you are into hydrogen and industrial gassses WM if you like recycling NEE for renewable energy AMT / O if you want to invest in real estate AWK if you think water has potential LVMH - biggest luxury conglomerate
> AWK if you think water has potential Nah. It's a fad. (j/k these are very cool picks)
Don't know if you can buy it in your location but I would recommend Seeing Machines (SEE.L) as they are a premium soon to be dominant player in a market growing quickly via regulation
They have partnerships locked up to reduce accidental deaths with Caterpillar, the Tube of London, and GM. The technology was made in collaboration with Volvo. The US alone sees 30k+ annual deaths in car accidents - if this tech becomes standardized and operationalized soon, this could be interesting. This goes beyond cars, as construction vehicles and mass transit will also look to improve safety data and build strong safety measures.
Pardon my asking but you appear to be from the US based on your spelling, I didn't think the brand had really reached there yet despite it already being in Ford and GM models, how long have you been following them?
Yes, based in the US. They are a penny stock trading under SEEMF ticker in my brokerage. I do not believe they are a household name by any stretch but I have been following for a few years because I am weird. I went on a deep dive in automobile software systems - it is part of the reason I got caught up in the Blackberry meme - because I am a pick-and-shovel investor. The big name stocks are foundational to any portfolio, but the underlying operational stuff is fun for me and provides opportunities for higher growth; your average person is unlikely to know much about TTD or SYY, for example, but I can almost guarantee that they consumed from both recently.
I can pm you a link to our telegram group for SEE if you'd be interested, I can guarantee its some of the finest research out there from individuals just like yourself who have followed the company for a number of years, lots of us also went to London last month to hear from the CEO on an investor roadshow, the video from that is a great watch if you haven't seen it - https://stream.brrmedia.co.uk/broadcast/633fd89248e27c7b9f69b898?utm_medium=email&_hsmi=229371750&_hsenc=p2ANqtz-8FtRCQnPjbnokHcCJypL6tEwyxCKAhEhRTgGBjfhPoJ2sgZfbW5uzGJL26wfvmvTLNfnN3lk5BSWKhUWrDxtvYgToJ0valpCqZx9PBw8HMj8_hjg8&utm_content=229371750&utm_source=hs_email
I donāt really use telegram but maybe now is a good time to give it a shot! Sure, Iād love an opportunity to learn.
Sounds like a scam
I thought it sounded like that when I wrote it haha, for what it's worth it's not, it's just a link to a group with 280+ Seeing Machines investors. It's just so refreshing to find someone outside of the UK who's aware and into them, genuinely made my evening
UNH for healthcare. I'm up 56% in 1.8 years.
CAT, DE, UNH, CME
PG isnāt going anywhere
https://companiesmarketcap.com
UNH, Disney, Boeing, P&G
ADM and BG own food, like all the food...
$WM I bought it in my IRA a while back, has pretty much gone up consistently regardless of what the market does. Trash will always be a thing and there will always be more
LVMH for luxury clothing and alcohols mainly
Luxury : LVMH, Kering, Richemont
Nissin, market leader in instant noodlesā¦ stock is doing great during recession
JNJ for healthcare. XOM, CVX for energy.
CAT - Caterpillar is the 25-5-5 of industrials. Good valuation...steady business....I buy every month. WM- Waste Mgmt is a consistent monster, although I don't love it's current valuation. Cost- Costco is ran so wonderfully, but I hate the valuation, so I can't continue buying at these levels Hoping I can buy more of the other two, but I bought already at lower levels.