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Investment Themes
I'm reminded of what Peter Lynch said in his famous book "One Up On Wall Street", when he explained that companies operating in sectors considered boring are often undervalued.
It's true that waste management, elevator installation, termite extermination, food retailing, the marketing of degreasing agents or the rental of work uniforms aren't exactly the stuff of dreams. And yet, behind this spleen sometimes lie high-quality, well-managed companies that put a smile on their shareholders' faces.
We've put together a thematic list of companies that operate in sectors considered boring and uninteresting, but which nevertheless deliver performance to their shareholders in terms of share price appreciation and dividend payments.
Our selection
| - | - | 60.53B | - | ||
| Industrials | Commercial Equipment Rental | 26.68B | -9.85% | ||
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 60.28B | +12.54% | ||
| Industrials | Industrial Machinery & Equipment Wholesale | 50.22B | -1.08% | ||
| Consumer Cyclical | Other Discount Stores | 434B | +6.40% | ||
| Industrials | Commercial Equipment Rental | 45.17B | -0.82% | ||
| Consumer Cyclical | Plumbing Fixtures & Fittings | 26.12B | +21.10% | ||
| Basic Materials | Other Construction Materials | 32.64B | +4.32% | ||
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 13.38B | +30.32% | ||
| Basic Materials | Paint & Coating | 82.78B | -2.49% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 657M | -21.47% | ||
| Consumer Non-Cyclical | Starch, Vegetable Fat & Oil Manufacturing | 7.1B | -19.90% | ||
| Consumer Cyclical | Other Auto & Truck Manufacturers | 229M | -19.00% | ||
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 6.3B | +18.68% | ||
| Industrials | Elevator & Conveying Equipment | 37.77B | +13.94% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 70.75B | -4.83% | ||
| Consumer Non-Cyclical | Other Household Products | 3.31B | +0.38% | ||
| Industrials | Other Environmental Services & Equipment | 94.27B | +15.58% | ||
| Basic Materials | Cement & Concrete Manufacturing | 6.33B | -20.76% | ||
| Industrials | Other Environmental Services & Equipment | 77.81B | +23.41% | ||
| Industrials | Other Business Support Services | 89.37B | +20.65% | ||
| Industrials | Waste Management, Disposal & Recycling Services | 48.51B | +9.07% | ||
| Technology | Other Electronic Equipment & Parts | 5.33B | -6.93% | ||
| Basic Materials | Plastic Containers & Packaging | 9.87B | -4.71% | ||
| Industrials | Other Industrial Machinery & Equipment | 917M | -36.27% | ||
| Consumer Non-Cyclical | Sanitary Products | 42.78B | -2.37% | ||
| Consumer Non-Cyclical | Other Household Products | 15.05B | -25.54% | ||
| Consumer Cyclical | Other Discount Stores | 39.56B | +35.95% | ||
| Basic Materials | Other Steel | 19.77B | +14.06% | ||
| Consumer Cyclical | Other Construction Supplies & Fixtures | 11.93B | -25.24% | ||
| Industrials | Industrial Machinery | 5.05B | +14.00% | ||
| Consumer Non-Cyclical | Other Tobacco | 286B | +51.73% | ||
| Basic Materials | Paint & Coating | 13.79B | -13.03% | ||
| Industrials | Waste Management, Disposal & Recycling Services | 7.38B | +11.10% | ||
| Consumer Non-Cyclical | Other Household Products | 23.68B | -8.42% | ||
| Industrials | Elevator & Conveying Equipment | 37.63B | +3.30% | ||
| Industrials | Waste Management, Disposal & Recycling Services | 849M | +21.75% | ||
| Consumer Non-Cyclical | Other Personal Services | 11.09B | -1.90% | ||
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 75.91B | +11.66% | ||
| Industrials | Other Heavy Machinery & Vehicles | 6.16B | +10.60% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 753B | +5.25% | ||
| Consumer Cyclical | Builder Merchants | 7.85B | -25.98% | ||
| Energy | Gasoline Stations | 50.21B | -10.47% | ||
| Consumer Cyclical | Discount Stores with Grocery | 1.36B | +14.17% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 13.39B | +0.52% | ||
| Utilities | Other Electric Utilities | 27.15B | -3.93% | ||
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 1.16B | -5.12% | ||
| Industrials | Waste Management, Disposal & Recycling Services | 18.23B | +6.52% | ||
| Consumer Non-Cyclical | Other Food Processing | 7.61B | -20.37% | ||
| Industrials | Pest Control Services | 27.34B | +20.99% | ||
| Consumer Cyclical | Furniture | 13.37B | +14.62% | ||
| Industrials | Elevator & Conveying Equipment | 33.46B | +18.98% | ||
| Consumer Non-Cyclical | Cigars & Cigarette Manufacturing | 99.37B | +13.77% | ||
| Utilities | Other Multiline Utilities | 25.17B | +10.11% | ||
| Industrials | Waste Management, Disposal & Recycling Services | 1.25B | +32.08% | ||
| Consumer Cyclical | Auto & Truck Parts Wholesale | 690M | -0.40% | ||
| Industrials | Security Services | 3.34B | -13.62% | ||
| Industrials | Other Business Support Services | 2.23B | -5.01% | ||
| Industrials | Waste Management, Disposal & Recycling Services | 3.92B | +3.77% | ||
News of the components
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