I screened 7 global blue chips with a value/growth balance using my PASS and Buffett-style filters. Here’s the verdict:
🔝 1. Chocoladefabriken Lindt & Sprüngli ($LISP (+0.42%) )
🟩 Score: 89 – Excellent
📈 WB Score: 7 (Grade B)
📌 Insider-led, durable moat, elite brand.
🚨 BUT: Price per share (CHF 12,210!) makes it impractical for my strategy.
🥈 2. Nestlé ($NESN (-0.22%) )
🟨 Score: 75 – Strong
📈 WB Score: 4 (Grade D)
⚖️ Balanced income with global stability. Mildly overvalued but still attractive.
🥉 3. Mondelez ($MDLZ (+0.43%) )
🟨 Score: 70 – Strong
📈 WB Score: 4 (Grade D)
🍫 Snack leader with consistent cash flows. Mildly overvalued, but solid anchor.
⚖️ Honorable Mentions
- Roche ($ROG (-0.74%) ) – ⚖️ Fairly priced, insider-led, great pipeline, but slight value trap warning.
- Zurich Insurance ($ZURN (-0.64%) ) – Stable, shareholder-friendly.
- UBS ($UBSG (+1.05%) ) – Riskier financial play, some trap signals.
- On Holding ($ONON) – Growth potential, but overvalued; needs close monitoring.
🧠 Strategy Notes
✅ Favoring undervalued or stable-yield stocks with clear rotation plans.
❌ LISP is a dream stock, but high entry price makes it unsuitable for my dividend + compounding approach.
But I’m convinced it would make a fine addition to a portfolio and I will keep an eye on it and have it as one of my white whales!
