1. Broadcom (AVGO)
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| AVGO |
Broadcom is a component provider for data center, 5G network and Internet of Things expansion, with a bright prospect for 2021. In addition to selling 5G smartphone parts, Broadcom is in a good position to benefit from the growth of its data center and 5G infrastructure. We have recently seen a 3.4% increase in returns and the recent net margin of 14.6 makes it an attractive price to invest.
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| AVGO stock price |
2. Ecolab (ECL)
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| ECL |
Ecolab is a global leader in the cleaning and sanitation industry, which saw increased sales of disinfectant products during the pandemic, but the decline in demand for restaurants, lodging and entertainment facilities for other products offset the increase in sales. Although sales and profits declined year-on-year, our most recent quarter showed a continuous recovery from quarter to quarter from the lowest sales due to the pandemic in Q2. Although there is a possibility of recovery at a rather slow pace due to the second pandemic wave, we expect the improvement to continue in the fourth quarter. We are maintaining a solid share price with the high level of earnings continuity provided by our business model.
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| ECL stock price |
3. Duke Realty Corp. (DRE)
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| DRE |
Duke Realty Corp is a REIT operator with approximately 190 million square feet of leasable real estate assets in 20 major US logistics markets. The space we provide serves as a warehouse for businesses to collect and ship customers' online orders. E-commerce growth will require additional industrial warehousing facilities, which will lead to the growth of Duke Realty. Although stocks are currently trading at a rather expensive price based on operating funds, they still seem reasonable. Yes, given the economic defensive nature of our business model and the growth engine of e-commerce.
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| DRE stock price |
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