Cookies always work 😉
Lotus BakeriesBE0003604155LOTBLOTB
Good morning,
I haven't had any individual stocks in the last 10 years, but have now decided to invest in 10 stocks again. I have already chosen 9 of them, one is still missing. Perhaps someone can give me a tip.
I have the following criteria:
-No tech, I have enough of that already
-If possible, no USA. But this is not an exclusion
-Dividend doesn't matter
-Investment horizon > 10 years
Here are the 9:
If there are any concerns about the nine, I will gladly take some out again
Update: @RealMichaelScott Someone has asked in the comments for the reasoning behind my selection so far. I'd like to answer that here:
There are a few more smart criteria that fit my preferences and gut feeling. These would be:
I like stocks with long-phase linear growth, see $CTAS (+0.7%) in the last 12 months and $8001 (+2.02%) . $LOTB (+1.34%) is one of the best stocks in the world in my opinion. Exponential growth will certainly turn around at some point, but I don't like cyclicals. I also value positive free cash flow. I am not interested in P/E ratios (for whatever reason). Another reason is diversity with the 10 stocks, I'm not sure yet. $LIN (+0.16%) was and would still be the only DAX stock that makes it to me. I would have gladly done without Armor, but unfortunately it will be part of the next 10 years, so $LMT (+0.1%) . I'm also looking for stocks that closed 2020 and 2022 on a positive note.
$BRK.B (+2.39%) is somehow part of such a portfolio:-), I'm not sure about $V (+0.74%) I'm not sure about. Thanks for the suggestions on medical+health, that's definitely still missing. I still have doubts about energy. Due to the climate problem, I don't know where the journey will take us.
Update 2: Thanks for all the good suggestions. I took advantage of the bad weather and the window day today and have now made my decision:
$BLK (+0.1%) flies out again, $V (+0.74%) stays
Instead there are 2 new ones from your suggestions:
$CAT (+1.9%) and $NOVO B (-0.11%)
So it looks like this:
I did a backtrace from 1.1.2020, all equally weighted
Average annual return: 24.32%
Total return approx. twice as high as the S&P ETF $CSPX (+1.28%)
In the difficult years 2020 and 2022 each over 13% plus
10k became 28.5k with dividends in the 4.5 years
Nice linear progression over the entire term:
But unfortunately: forecasts are difficult, especially when they concern the future!
9 months ago I already had $LOTB (+1.34%) on my watchlist 9 months ago and had read up on the cookie baker both here on getquin and elsewhere. However, I didn't take the plunge because the valuation at the time (P/E ratio: 50) seemed too high to me...
And now? I'm very annoyed 😤 But well, that's the stock market 🫠
Ok, I thought it couldn't get any crazier with this share $LOTB (+1.34%) until today's announcement that led to the +19% jump: "Lotus Bakeries generated annual sales of over €1 billion for the first time in history in 2023". Simply insane. Nevertheless, no more entry for me..... these are too hot cookies for me with a view to the P/E ratio....
What do you think? Lotus still a buy for you?
$LOTB (+1.34%) - Why didn't any of you see this coming? And how can you make a cookie-making course eighty times as much 😄? I still can't find an explanation except that the cookies are simply delicious... 1000 euros invested in 2005 would have become over 80000 euros today.
Financials
Market Cap
$10.68B5Y beta
0.36EPS (TTM)
$192.08Free Float
404.12KP/E ratio (TTM)
68.15Revenue (TTM)
$1.28BEBITDA (TTM)
$249.08MFree Cashflow (TTM)
$47.20MPricing
Analyst Ratings
The price target is $9,305.44 and the stock is covered by 7 analysts.
Buy
1
Hold
3
Sell
3
Information
Lotus Bakeries NV is a Belgium-based company that produces and sells biscuits and cakes. Its product portfolio is divided into six product lines. The Caramelized Biscuits line includes caramelized biscuits, caramelized biscuit spread and caramelized biscuit ice cream sold under the Lotus brand. The Waffles and Galettes line consists of Liege, soft, filled, galettes and vanilla waffles also sold under the Lotus brand. The Cake Specialties line comprises frangipane, madeleine, carre confiture and Zebra in Belgium, Glaces and Enkhuizer cookies in the Netherlands, as well as Breton butter. The Gingerbread line includes the sale of gingerbread products under the Peijnenburg and Snelle Jelle brands. The Pepparkakor Biscuits line encompasses a range of traditional Swedish biscuits sold under the Annas Pepparkakor brand in Sweden, Finland, the United States, Canada as well as other countries. The Dinosaurs Biscuits line includes the sale of children’s biscuit through the Dinosaurs brand.