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 (-1,16 %) )

🟩 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 (-0,91 %) )

🟨 Score: 75 – Strong

📈 WB Score: 4 (Grade D)

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

🥉 3. Mondelez ($MDLZ (-0,75 %) )

🟨 Score: 70 – Strong

📈 WB Score: 4 (Grade D)

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

⚖️ Honorable Mentions

• Roche ($ROG (-0,35 %) ) – ⚖️ Fairly priced, insider-led, great pipeline, but slight value trap warning.
• Zurich Insurance ($ZURN (-0,57 %) ) – Stable, shareholder-friendly.
• UBS ($UBSG (-0,45 %) ) – Riskier financial play, some trap signals.
• On Holding ($ONON (-0,29 %)) – 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 (-0,26 %)
$JPM (-1,2 %)
$PEP (-0,48 %)
$KO (-0,31 %)
$MDLZ (-0,75 %)
$JEPI

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

$JNJ (-1,02 %)
$MDLZ (-0,75 %)
$HSY (-1,31 %)
$NKE (-1,44 %)

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

ASML $ASML (-1,65 %)

Intuit $INTU (-1,12 %)

Adobe $ADBE (-1,75 %)

Lockheed Martin $LMT (-0,02 %)

Microsoft $MSFT (-1,21 %)

Procter & Gamble $PG (-0,63 %)

Hershey $HSY (-1,31 %)

PepsiCo $PEP (-0,48 %)

Advanced Micro Devices $AMD (-1,22 %)

Diageo $DGE (-1,53 %)

Exxon Mobil $XOM (+0,27 %)

Canadian National Railway $CNR (-0,95 %)

Merck & Co. $MRK (-0,81 %)

Lam Research $LRCX (-1,85 %)

Novo Nordisk $NOVO B (+0,14 %)

Nike $NKE (-1,44 %)

Dollar General $DG (-0,69 %)

Estee Lauder $EL (-1,02 %)

Restaurant Brands International $QSR (-1,16 %)

Mondelez $MDLZ (-0,75 %)

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 (-0,75 %)
$MDLZ (-0,75 %)
$PEP (-0,48 %)
#INVESTMENTS
#DIVIDEND
#INVEST
#STOCKS
#AANDELEN
#StockMarket
#mondelez
#pepsico

https://youtu.be/nvC8hanpG1w

$MDLZ (-0,75 %)

- 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%