Deleted User
2Yr
Comment was deleted
@cashwithhead Thanks for your assessment. If you don't have a good feeling, set a favorite and then see next year if the feeling was right 🙂
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2Yr
@cashwithhead I wouldn't see Nestle as competition, but rather as a partner, see CPW Cereal Partners Worldwide. I don't see Kellogs as too much of a threat either; they are currently missing out on every major trend in the nutrition business. The biggest risk I see here is a change in consumer awareness and a shift away from sweet, carbohydrate-heavy foods towards a healthier and, above all, protein-rich diet. Nevertheless, I am and will remain invested in $GIS, but this is certainly partly due to my entry price of around €33 and I would like to avoid having to pay capital gains tax.
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Deleted User
2Yr
Comment was deleted
2Yr
@cashwithhead I expect low single-digit growth rates of around 2-4%. But that was also my investment case when I entered the company back then. At the current valuation, I see no need to sell. I will continue to hold and skim off the dividend or reinvest it elsewhere.
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