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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
 | - | - | 84.72B | - | |
| Industrials | Commercial Equipment Rental | 28.63B | +3.48% | |
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 57.15B | +7.61% | |
| Industrials | Industrial Machinery & Equipment Wholesale | 48.62B | -2.99% | |
| Consumer Cyclical | Other Discount Stores | 393B | -3.47% | |
| Industrials | Commercial Equipment Rental | 52.07B | +16.16% | |
| Consumer Cyclical | Plumbing Fixtures & Fittings | 25.5B | +19.63% | |
| Basic Materials | Other Construction Materials | 37.89B | +21.64% | |
| Basic Materials | Paint & Coating | 81.01B | -3.31% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 1.06B | +25.90% | |
| Consumer Non-Cyclical | Starch, Vegetable Fat & Oil Manufacturing | 7.27B | -17.68% | |
| Industrials | Elevator & Conveying Equipment | 38.11B | +11.72% | |
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 6.23B | +14.62% | |
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 74.85B | +1.76% | |
| Industrials | Other Environmental Services & Equipment | 66.14B | +6.20% | |
| Consumer Cyclical | Other Auto & Truck Manufacturers | 198M | -32.00% | |
| Industrials | Other Environmental Services & Equipment | 86.86B | +6.85% | |
| Basic Materials | Cement & Concrete Manufacturing | 7.27B | -8.11% | |
| Consumer Non-Cyclical | Other Household Products | 2.76B | -15.93% | |
| Industrials | Other Business Support Services | 75.36B | +2.64% | |
| Industrials | Waste Management, Disposal & Recycling Services | 44.19B | +0.61% | |
| Technology | Other Electronic Equipment & Parts | 6.53B | +11.29% | |
| Consumer Cyclical | Other Discount Stores | 40.14B | +44.16% | |
| Industrials | Other Industrial Machinery & Equipment | 941M | -35.11% | |
| Consumer Non-Cyclical | Other Tobacco | 239B | +27.67% | |
| Basic Materials | Plastic Containers & Packaging | 7.97B | -22.68% | |
| Basic Materials | Other Steel | 25.11B | +50.76% | |
| Industrials | Industrial Machinery | 4.95B | +12.17% | |
| Consumer Non-Cyclical | Sanitary Products | 34.23B | -21.28% | |
| Consumer Non-Cyclical | Other Household Products | 12.69B | -35.96% | |
| Basic Materials | Paint & Coating | 13.75B | -12.87% | |
| Consumer Cyclical | Other Construction Supplies & Fixtures | 12B | -24.10% | |
| Industrials | Elevator & Conveying Equipment | 34.35B | -4.83% | |
| Industrials | Waste Management, Disposal & Recycling Services | 6.29B | -6.39% | |
| Consumer Non-Cyclical | Other Household Products | 20.32B | -19.20% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 930B | +29.16% | |
| Consumer Cyclical | Automotive Parts & Accessories Retailers | 79.44B | +19.05% | |
| Consumer Non-Cyclical | Other Personal Services | 11.05B | -1.24% | |
| Consumer Cyclical | Discount Stores with Grocery | 1.5B | +28.06% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 14.61B | +10.17% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.74B | +19.96% | |
| Energy | Gasoline Stations | 48.52B | -9.38% | |
| Industrials | Waste Management, Disposal & Recycling Services | 623M | -12.10% | |
| Utilities | Other Electric Utilities | 25.12B | -12.00% | |
| Industrials | Waste Management, Disposal & Recycling Services | 15.82B | -5.15% | |
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 1.34B | +9.31% | |
| Consumer Cyclical | Builder Merchants | 6.59B | -38.66% | |
| Consumer Cyclical | Furniture | 19.68B | +65.37% | |
| Consumer Non-Cyclical | Cigars & Cigarette Manufacturing | 98.62B | +12.35% | |
| Consumer Non-Cyclical | Other Food Processing | 8.31B | -10.73% | |
| Industrials | Elevator & Conveying Equipment | 36.19B | +26.68% | |
| Industrials | Pest Control Services | 28.89B | +29.56% | |
| Consumer Non-Cyclical | Supermarkets & Convenience Stores | 10.91B | +2.87% | |
| Utilities | Other Multiline Utilities | 25.01B | +7.49% | |
| Industrials | Waste Management, Disposal & Recycling Services | 1.34B | +37.48% | |
| Industrials | Other Business Support Services | 1.98B | -13.06% | |
| Consumer Cyclical | Auto & Truck Parts Wholesale | 597M | -16.77% | |
| Industrials | Security Services | 2.3B | -39.85% | |
| Industrials | Waste Management, Disposal & Recycling Services | 3.91B | -0.75% | |
News of the components
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Heatmap
Calendar of the components
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- Boring but successful businesses
