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Predictions

Danone S.A.

Start price
Target price
Perf. (%)
€53.58
28.07.22
€48.00
28.07.23
1.85%
06.08.22

buy
Walmart Inc.

Start price
Target price
Perf. (%)
€117.40
04.07.22
€125.00
04.07.23
11.57%
03.08.22

buy
Walmart Inc.

Start price
Target price
Perf. (%)
€117.40
04.07.22
€125.00
04.07.23
11.57%
03.08.22

buy
Procter & Gamble Co.

Start price
Target price
Perf. (%)
€137.30
26.06.22
-
26.07.22
3.85%
27.07.22

Market Leader or Top 3
buy
Procter & Gamble Co.

Start price
Target price
Perf. (%)
€137.30
26.06.22
-
26.07.22
3.85%
27.07.22

Market Leader or Top 3
buy
Kraft Heinz Co

Start price
Target price
Perf. (%)
€33.75
08.07.21
-
08.07.22
10.85%
08.07.22

buy
Kraft Heinz Co

Start price
Target price
Perf. (%)
€33.75
08.07.21
-
08.07.22
10.85%
08.07.22

buy
Kraft Heinz Co

Start price
Target price
Perf. (%)
€33.75
08.07.21
-
08.07.22
10.85%
08.07.22

buy
CVS Health Corp.

Start price
Target price
Perf. (%)
€68.54
08.07.21
-
08.07.22
33.89%
08.07.22

buy
International Flavors & Fragrances Inc.

Start price
Target price
Perf. (%)
€125.15
08.07.21
-
08.07.22
-8.09%
08.07.22

buy
Constellation Brands Inc.

Start price
Target price
Perf. (%)
€191.20
08.07.21
€250.00
08.07.22
23.12%
08.07.22

buy
Heineken N.V.

Start price
Target price
Perf. (%)
€101.30
08.07.21
€130.00
08.07.22
-10.64%
08.07.22

Could be worthwhile Investment >10% per year
Small cyclical dependencies
Top 10 in its market
Known brand
buy
Colgate-Palmolive Co.

Start price
Target price
Perf. (%)
€69.56
08.07.21
€80.00
08.07.22
12.28%
08.07.22

buy
Anheuser-Busch Inbev Inc.

Start price
Target price
Perf. (%)
€59.92
08.07.21
€65.00
08.07.22
-10.81%
08.07.22

buy
Anheuser-Busch Inbev Inc.

Start price
Target price
Perf. (%)
€59.92
08.07.21
€65.00
08.07.22
-10.81%
08.07.22

buy
L'Oreal S.A.

Start price
Target price
Perf. (%)
€374.35
08.07.21
€450.00
08.07.22
-8.76%
08.07.22

buy
L'Oreal S.A.

Start price
Target price
Perf. (%)
€374.35
08.07.21
€450.00
08.07.22
-8.76%
08.07.22

buy
Heineken N.V.

Start price
Target price
Perf. (%)
€103.50
30.06.21
€108.00
30.06.22
-17.10%
01.07.22

Could be worthwhile Investment >10% per year
buy
Heineken N.V.

Start price
Target price
Perf. (%)
€103.35
28.06.21
€119.00
28.06.22
-14.02%
29.06.22

Could be worthwhile Investment >10% per year
Higher EBIT margin than peer group
Fair valuation
Small Risks for its business
buy
CVS Health Corp.

Start price
Target price
Perf. (%)
€74.28
20.10.21
€90.00
31.12.23
19.82%
28.06.22

Could be very worthwhile Investment >20% year
buy
Beiersdorf AG

Start price
Target price
Perf. (%)
€97.54
22.05.21
€108.00
22.05.22
-3.44%
23.05.22

Could be worthwhile Investment >10% per year
buy
Campbell Soup Co.

Start price
Target price
Perf. (%)
€44.87
28.04.22
€50.00
01.09.22
7.15%
09.05.22

buy
Danone S.A.

Start price
Target price
Perf. (%)
€59.19
03.05.21
€63.50
03.05.22
-3.13%
04.05.22

Could be worthwhile Investment >10% per year
buy
Danone S.A.

Start price
Target price
Perf. (%)
€59.19
03.05.21
€63.50
03.05.22
-3.13%
04.05.22

Could be worthwhile Investment >10% per year
buy
Altria Group Inc.

Start price
Target price
Perf. (%)
€39.70
02.05.21
-
02.05.22
33.27%
03.05.22

Could be worthwhile Investment >10% per year