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Predictions

buy
Helma Eigenheimbau AG

Start price
Target price
Perf. (%)
€4.90
20.06.23
-
20.06.24
-15.10%
23.06.23

buy
Lennar Corp. A

Start price
Target price
Perf. (%)
€109.45
15.06.23
-
15.06.24
33.18%
16.06.24

buy
Pulte Group Inc.

Start price
Target price
Perf. (%)
€67.94
15.06.23
-
15.06.24
58.23%
16.06.24

buy
Tecnoglass Inc

Start price
Target price
Perf. (%)
€41.20
12.06.23
€54.00
12.06.24
-22.82%
26.08.23

positive Cash Flow expected
Higher EBIT margin than peer group
Bad culture
Very low/no dividend yield expected
buy
adidas AG ADR

Start price
Target price
Perf. (%)
€83.00
12.06.23
-
12.06.24
36.14%
13.06.24

buy
Tupperware Brands Corp.

Start price
Target price
Perf. (%)
€0.82
11.06.23
-
11.06.24
-5.87%
25.06.23

buy
Hugo Boss AG ADR

Start price
Target price
Perf. (%)
€13.40
07.06.23
-
07.06.24
-32.09%
08.06.24

buy
Mastrad

Start price
Target price
Perf. (%)
€0.042
07.06.23
€0.060
07.06.24
-10.85%
12.06.23

Could be worthwhile Investment >10% per year
buy
Lululemon Athletica Inc.

Start price
Target price
Perf. (%)
€344.95
02.06.23
€350.00
02.06.24
1.84%
11.08.23

buy
D.R. Horton Inc.

Start price
Target price
Perf. (%)
€100.85
31.05.23
-
31.05.24
34.71%
01.06.24

buy
Pulte Group Inc.

Start price
Target price
Perf. (%)
€62.40
31.05.23
-
31.05.24
73.88%
01.06.24

buy
Toll Brothers

Start price
Target price
Perf. (%)
€63.66
31.05.23
-
31.05.24
77.03%
01.06.24

Lennar Corp. A

Start price
Target price
Perf. (%)
€101.20
31.05.23
-
31.05.24
47.06%
01.06.24

NVR Inc.

Start price
Target price
Perf. (%)
€5,250.0
31.05.23
-
31.05.24
35.24%
01.06.24

buy
Puma SE

Start price
Target price
Perf. (%)
€44.72
31.05.23
€60.00
31.05.24
7.58%
01.06.24

buy
Deckers Outdoor

Start price
Target price
Perf. (%)
€455.10
30.05.23
€696.00
20.05.24
65.68%
10.04.24

buy
Beneteau S.A. Inh.

Start price
Target price
Perf. (%)
€15.98
30.05.23
€22.00
30.05.24
3.13%
10.06.23

Revenue growth >5% per year expected
Fair valuation
Capable Management
Future proof or reliable business model
buy
Tupperware Brands Corp.

Start price
Target price
Perf. (%)
€0.87
29.05.23
-
29.05.24
57.00%
15.02.24

buy
Activision Blizzard Inc.

Start price
Target price
Perf. (%)
€73.50
29.05.23
-
29.05.24
23.26%
15.02.24

buy
Nintendo Co. Ltd

Start price
Target price
Perf. (%)
€39.46
29.05.23
-
29.05.24
39.48%
15.02.24

buy
Atari S.A.

Start price
Target price
Perf. (%)
€0.12
29.05.23
-
29.05.24
10.43%
15.02.24

buy
Embracer Group AB

Start price
Target price
Perf. (%)
€1.92
29.05.23
€3.00
29.06.23
22.47%
30.06.23

Revenue growth >5% per year expected
Fair valuation
Standard Investments for future growth
Very low/no dividend yield expected
buy
Armstrong World Industries Inc.

Start price
Target price
Perf. (%)
€58.50
28.05.23
-
28.05.24
81.20%
29.05.24

buy
Toll Brothers

Start price
Target price
Perf. (%)
€63.38
28.05.23
-
28.05.24
72.06%
29.05.24

Beneteau S.A. Inh.

Start price
Target price
Perf. (%)
€16.02
27.05.23
-
27.05.24
2.87%
10.06.23