The market is not offering much at the moment. The American market is for the most part slightly overvalued to overpriced. Individual picks for me this week are $UNH (+1,64 %) and $NSRGY (-0,25 %) . Both companies have proven business models and will be able to increase their net margin and reduce operating costs over the next 10 years. I see the implementation of AI as the main driver for this efficiency. In my opinion, large companies will benefit the most from the AI trend by being able to streamline their processes and make more data-driven decisions. Of course, this is also based on a CEO or management promoting and cultivating a data-driven culture.
United Health Group and Nestle are currently somewhat undervalued. Only around 10% - 15%. But you buy into quality companies here.
Tiktok is another one.
What do you think?
