Investment Themes

Boring but successful businesses

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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

- - 78.92B -
Consumer Cyclical
Automotive Parts & Accessories Retailers
56.52B +2.90%
Industrials
Industrial Machinery & Equipment Wholesale
55.47B +14.38%
Consumer Cyclical
Other Discount Stores
443B +14.30%
Industrials
Commercial Equipment Rental
48.54B -4.24%
Consumer Cyclical
Plumbing Fixtures & Fittings
23.09B -12.20%
Basic Materials
Other Construction Materials
38.09B +0.87%
Basic Materials
Paint & Coating
82.66B +2.46%
Industrials
Elevator & Conveying Equipment
35.82B -7.28%
Consumer Non-Cyclical
Consumer Goods Conglomerates
991M -8.70%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
7.41B +9.48%
Consumer Non-Cyclical
Consumer Goods Conglomerates
77.93B +9.96%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
6.98B -7.43%
Industrials
Other Environmental Services & Equipment
66.32B -0.02%
Industrials
Other Environmental Services & Equipment
92.45B +4.54%
Consumer Non-Cyclical
Other Household Products
2.88B +4.41%
Basic Materials
Cement & Concrete Manufacturing
6.27B -3.09%
Consumer Cyclical
Other Auto & Truck Manufacturers
172M -15.09%
Industrials
Other Business Support Services
69.99B -6.52%
Consumer Cyclical
Other Discount Stores
34.84B -13.09%
Industrials
Waste Management, Disposal & Recycling Services
41.18B -7.87%
Technology
Other Electronic Equipment & Parts
9.61B +51.04%
Consumer Non-Cyclical
Other Tobacco
250B +0.07%
Basic Materials
Other Steel
27.58B +14.40%
Industrials
Industrial Machinery
4.58B -9.57%
Basic Materials
Plastic Containers & Packaging
8.39B +7.52%
Consumer Non-Cyclical
Other Household Products
12.73B +1.73%
Basic Materials
Paint & Coating
13.94B +4.36%
Consumer Non-Cyclical
Sanitary Products
32.29B -4.68%
Consumer Non-Cyclical
Other Food Retail & Distribution
1,011B +11.92%
Industrials
Other Industrial Machinery & Equipment
682M -28.46%
Consumer Cyclical
Automotive Parts & Accessories Retailers
77.82B +2.94%
Consumer Non-Cyclical
Other Household Products
22.6B +12.67%
Consumer Cyclical
Other Construction Supplies & Fixtures
9.17B -16.22%
Industrials
Elevator & Conveying Equipment
31.08B -7.48%
Consumer Non-Cyclical
Other Personal Services
11.31B +4.78%
Industrials
Waste Management, Disposal & Recycling Services
5.52B -12.89%
Consumer Non-Cyclical
Other Food Retail & Distribution
13.98B -1.47%
Consumer Cyclical
Discount Stores with Grocery
1.62B -3.34%
Industrials
Other Heavy Machinery & Vehicles
7.01B +7.97%
Energy
Gasoline Stations
51.68B +2.53%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
1.79B +35.16%
Utilities
Other Electric Utilities
27.22B +5.65%
Consumer Cyclical
Furniture
16.42B -10.30%
Industrials
Waste Management, Disposal & Recycling Services
791M +16.21%
Consumer Non-Cyclical
Cigars & Cigarette Manufacturing
113B +15.25%
Industrials
Waste Management, Disposal & Recycling Services
15.56B -7.36%
Industrials
Pest Control Services
26.14B -9.35%
Industrials
Elevator & Conveying Equipment
34.8B -3.67%
Consumer Cyclical
Builder Merchants
5.59B -17.10%
Consumer Non-Cyclical
Other Food Processing
5.83B -0.06%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
9.32B -16.01%
Utilities
Other Multiline Utilities
30.13B +16.22%
Industrials
Waste Management, Disposal & Recycling Services
1.59B +16.10%
Industrials
Other Business Support Services
1.97B +3.92%
Consumer Cyclical
Auto & Truck Parts Wholesale
707M +16.27%
Industrials
Security Services
2.33B +10.08%
Industrials
Waste Management, Disposal & Recycling Services
3.75B -10.04%
- - 28.01B -

News of the components

░░░░ ░░░░ ░░░░░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░ ░ ░░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░░░░░ ░ ░░░░ ░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░ ░░░ ░░░░░░ ░░░ ░░░░░░░░░░░░░ ░░░ ░░░ ░░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░
░░░░ ░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░ ░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░ ░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░ ░░ ░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░░░░░░░ ░░ ░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░
░░░░ ░ ░░░ ░░░░░░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░░░ ░░░░░ ░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░ ░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░ ░░ ░░░░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░ ░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░ ░░ ░░░░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░░ ░░░░░░░
░░░░ ░░░░ ░░ ░░░ ░░░░░░ ░░░░░ ░░ ░░░░░ ░░░░░░░ ░░░░ ░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░ ░░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Boring but successful businesses