5D·

I have Coca Cola and Pepsico in my portfolio. Now I would like to invest another €1000, which would you recommend?

This question reached me.

However, I then also $KDP (+1,36 %) next to $KO (-0,72 %) and $PEP (-1,08 %) ... How do you see it?


This is the short form of my answer:


  • Coca-Cola: The defensive portfolio fundamental - ideal for dividend fans and stability lovers, but upside limited.
  • PepsiCo: Currently attractively valued, with a strong global position and analyst support. If you are looking for a solid dividend + turnaround potential, this is the sweet spot.
  • Keurig Dr Pepper: Highly speculative, but with greatest upside and strong earnings growth. If you believe in the new strategy and are not afraid of volatility, you could achieve higher returns here in the long term.

For an additional €1,000 investment, there is a lot to be said for PepsiCo as a "Goldilocks solution" - stable dividend, favorable valuation, good chances of positive surprises. Courageous investors with staying power can consider Keurig Dr Pepper as a turnaround.


A spontaneous video to go with it: https://youtu.be/F5Em1ePdMHE


Happy holidays to all.

5
3 Comentarios

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Nobody can recommend anything to you! I have both stocks as a savings plan and have overweighted the Pepsi share on a monthly basis, as I have newly opened this position.
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Thank you. There is no recommendation for me. I was just answering a question
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@Smartshopper I have now also joined $PEP for the first time with 2k and will continue to gradually add to it
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