Long-term actions: a personal perspective 🚀

The stock market is scary. Very. And even more so when we look to invest for years. In October 2025, the outlook seems... complicated. Identifying good stocks requires a bit of magic and quite a bit of analysis.

The long-term vision 📈

Investing years ( not days ) brings special benefits. Compound. Calm.

It's not trading. It's building wealth step by step. Solid companies grow. You grow with them.

Keys to choose ( or so it seems ) 🔍

Balance that can withstand everything

The figures don't lie. Few debts. Abundant cash. Companies that breathe easy even when everything shakes. I like that.

Consistent earnings

Some companies generate profits as naturally as breathing. Effortlessly. In 2025, this will be worth pure gold.

Dividends and buybacks 💰

Cash in hand or stocks that are worth more? It depends. Tech companies rarely pay dividends. They prefer to reinvest. Buybacks are great too. Fewer shares, more value per share.

Fair price

Don't pay crazy prices. The S&P 500 is still expensive this October. Look for companies that are a bit cheaper than the market. They call it margin of safety.

Size matters

Gigantic companies with 100 billion usually withstand better. Storms come and go. They remain. And you need liquidity. The ability to enter and exit without sinking the ship.

My personal list (October 2025) 🌟

Yum China (YUMC)

KFC and Pizza Hut in China. Brutal position. Digitalization at its peak. The Asian market adores them 🔥

Tyler Technologies (TYL)

Software for governments. Very rare niche. Federal support gives them wings and their margins are growing. Curious.

Airbus (EADSY)

They and Boeing. No one else. Their orders this year are impressive. Bright future, I would say 🛫

Experian (EXPGY)

Credit data. Boring but profitable. It expands geographically and regulations do not seem to affect them as much.

Autodesk (ADSK)

The ultimate CAD. Multiple industries. Spectacular balance. Invest in themselves. Smart 🏗️

Waters (WAT)

Chromatography for pharmaceuticals. Super specific. 6% annual growth until 2027. Some weak segments, but not too concerning.

ASML Holding (ASML)

Photolithography for chips. No real competition. Extreme ultraviolet technology seems like magic 🌐

Microsoft (MSFT)

The giant. Stable subscriptions. Unstoppable cloud. Numbers that scare with their goodness. They know how to manage their capital.

AstraZeneca (AZN)

Powerful pharmaceutical. Projects a 9% annual growth for the coming years. Specialized medications improving margins 💊

Rockwell Automation (ROK)

Industrial automation. Perfect blend of technological advancement and classic manufacturing. Moderate but stable growth.

For wallets that look beyond, these values seem interesting. They combine growth, resilience, and not outrageous prices. At least that's how I see it in this strange October of 2025 🌕