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 (+0.87%) )

🟩 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 (-0.31%) )

🟨 Score: 75 – Strong

📈 WB Score: 4 (Grade D)

⚖️ Balanced income with global stability. Mildly overvalued but still attractive.

🥉 3. Mondelez ($MDLZ (-2.03%) )

🟨 Score: 70 – Strong

📈 WB Score: 4 (Grade D)

🍫 Snack leader with consistent cash flows. Mildly overvalued, but solid anchor.

⚖️ Honorable Mentions

• Roche ($ROG (-0.95%) ) – ⚖️ Fairly priced, insider-led, great pipeline, but slight value trap warning.
• Zurich Insurance ($ZURN (-0.99%) ) – Stable, shareholder-friendly.
• UBS ($UBSG (+0.05%) ) – Riskier financial play, some trap signals.
• On Holding ($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!

New weekly update with another purchase.

Happy King's Day to everyone from the Netherlands

#dividend
#dividends
#dividende
#invest
#investing
#investment
#etfs
#etf

$JEGP (-0.92%)
$JPM (-0.58%)
$PEP (-0.92%)
$KO (-1.21%)
$MDLZ (-2.03%)
$JEPI

https://youtu.be/S6YiDO9hds4?si=IU3ZeSeMObe9tFws

$JNJ (-1.01%)
$MDLZ (-2.03%)
$HSY (+0.59%)
$NKE (-0.91%)

I sell stock portfolio waiting to go down to buy etfs dividends 🫡

ASML $ASML (-0.42%)

Intuit $INTU (-0.57%)

Adobe $ADBE (-0.58%)

Lockheed Martin $LMT (-0.56%)

Microsoft $MSFT (-0.01%)

Procter & Gamble $PG (-1.03%)

Hershey $HSY (+0.59%)

PepsiCo $PEP (-0.92%)

Advanced Micro Devices $AMD (+0.9%)

Diageo $DGE (+0.18%)

Exxon Mobil $XOM (+0.95%)

Canadian National Railway $CNR (-1.14%)

Merck & Co. $MRK (-2.31%)

Lam Research $LRCX (+0.12%)

Novo Nordisk $NOVO B (+0.8%)

Nike $NKE (-0.91%)

Dollar General $DG (-1.27%)

Estee Lauder $EL (-0.55%)

Restaurant Brands International $QSR (-0.75%)

Mondelez $MDLZ (-2.03%)

Schlägst du zu? Falls ja, wo?

New weekly video with the purchase of the past week + price targets that I have set for myself.  

$XYLP (-0.14%)
$MDLZ (-2.03%)
$PEP (-0.92%)
#INVESTMENTS
#DIVIDEND
#INVEST
#STOCKS
#AANDELEN
#StockMarket
#mondelez
#pepsico

https://youtu.be/nvC8hanpG1w

$MDLZ (-2.03%)

- Revenue: $9.6B, +3.1% YoY

- Net income: $1.75B, +83.7% YoY

- Organic net revenue growth: +5.2% YoY

- Adjusted EPS: $0.65, -20.7% YoY

CEO Dirk Van de Put: "Fiscal 2024 was another strong year of performance for our company. We delivered balanced top-line growth, strong earnings, and robust free cash flow generation, while returning significant capital back to shareholders."

🌱Revenue & Growth

- Latin America: $1.17B, -7.2% YoY

- Asia, Middle East & Africa: $1.91B, +9.9% YoY

- Europe: $3.74B, +5.8% YoY

- North America: $2.78B, +0.1% YoY

- Emerging Markets: $3.64B, +1.7% YoY

- Developed Markets: $5.96B, +4.0% YoY

💰Profits & Financials

- Gross profit margin: 38.6% vs 37.3% YoY

- Operating income margin: 16.8% vs 12.8% YoY

- Free cash flow: $3.5B vs $3.6B YoY

- Return of capital to shareholders: $4.7B

- Net debt reduced by $1.2B to $16.4B

📌Business Highlights

- Completed acquisition of Evirth in China

- Divested remaining shares in JDE Peet's

- Fully resumed production at Ukrainian facilities

- Implemented new ERP system transformation program

🔮Future Outlook

- FY2025 organic net revenue growth target: ~5%

- Expects adjusted EPS to decline ~10% due to cocoa cost inflation

- Projects 2025 free cash flow of $3+ billion

- Estimates currency translation to decrease 2025 net revenue growth by ~2.5%