I already gave you my opinion in your last post.
Coca Cola and Pepsi together is not necessary. I also view the sector skeptically and not as a top performer.
Coca Cola and Pepsi together is not necessary. I also view the sector skeptically and not as a top performer.
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1Año
@Tenbagger2024 Yes, you have.
That's why I sat down again and thought about the best way to build it. At the moment it's just a rough draft, if I may say so.
So it's not definite that I'm going to build it like this.
With Coca Cola and Pepsi I'm honest, I can't decide which one goes and which one stays. And I like both because both have been on the market for a very long time and have a strong brand. Even in the survey I once did, both are on a par. Of course, that doesn't make it any easier for me 😅.
So I'm still working on the design above. 😊
That's why I sat down again and thought about the best way to build it. At the moment it's just a rough draft, if I may say so.
So it's not definite that I'm going to build it like this.
With Coca Cola and Pepsi I'm honest, I can't decide which one goes and which one stays. And I like both because both have been on the market for a very long time and have a strong brand. Even in the survey I once did, both are on a par. Of course, that doesn't make it any easier for me 😅.
So I'm still working on the design above. 😊
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@Laro
Guten Morgen mein Lieber,
Börse ist ein stetiger Prozess.
Auch bei einer Buy and Hold Strategie gehört es dazu sich in bestimmten Situationen trennen zu können.
Auch wenn es vielleicht schmerzhaft ist.
Zu Coca Cola hatte ich auch in einigen Kommentare etwas geschrieben.
Hier gibt es ja viele unterschiedliche Unternehmen.
Abfüller, Lizenzgeber, und Franchise Partner wo ich mehr Potential sehe.
Gerade steigende Inflation durch die aktuelle Geopolitische Lage, steigende Ölpreise könnten den Sektor noch einmal belasten.
Glaube das bei Coca Cola eine Preiserhöhung kaum noch möglich ist, weil es schädlich für die Umsätze wäre. Also würden steigende Rohstoff Preise auf die Margen drücken.
Auf der anderen Seite spricht für Coca Cola die Robustheit.
Gerade sehe ich auch Chancen im Defense und Aerospace Sektor.
Bei Airbus läuft es gerade hervorragend.
Hiervon profitieren auch einige Zulieferer.
Es gibt soviele Beispiele welche ich Dir aufzählen könnte.
Aber am Ende des Tages will ich dir auch nichts aufdrängen, weil du musst selbst hinter deiner Entscheidung stehen.
Guten Morgen mein Lieber,
Börse ist ein stetiger Prozess.
Auch bei einer Buy and Hold Strategie gehört es dazu sich in bestimmten Situationen trennen zu können.
Auch wenn es vielleicht schmerzhaft ist.
Zu Coca Cola hatte ich auch in einigen Kommentare etwas geschrieben.
Hier gibt es ja viele unterschiedliche Unternehmen.
Abfüller, Lizenzgeber, und Franchise Partner wo ich mehr Potential sehe.
Gerade steigende Inflation durch die aktuelle Geopolitische Lage, steigende Ölpreise könnten den Sektor noch einmal belasten.
Glaube das bei Coca Cola eine Preiserhöhung kaum noch möglich ist, weil es schädlich für die Umsätze wäre. Also würden steigende Rohstoff Preise auf die Margen drücken.
Auf der anderen Seite spricht für Coca Cola die Robustheit.
Gerade sehe ich auch Chancen im Defense und Aerospace Sektor.
Bei Airbus läuft es gerade hervorragend.
Hiervon profitieren auch einige Zulieferer.
Es gibt soviele Beispiele welche ich Dir aufzählen könnte.
Aber am Ende des Tages will ich dir auch nichts aufdrängen, weil du musst selbst hinter deiner Entscheidung stehen.
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1Año
@Tenbagger2024 die Argumente die du da gerade gegen Coke bringst finde ich recht schlüssig. Klar das Unternehmen kann die Produktpreise nicht weiter anheben da ja dann weniger Leute kaufen würden. Was wiederum dazu führt das Umsätze einbrechen würden.
Bei Pepsi wäre dies aber auch theoretisch der Fall. Jedoch hat Pepsi einen Vorteil. Sie sind nicht nur in Getränken sondern sind etwas breiter aufgestellt. Und könnten immer wider recht schnell neue Dinge auf denn Markt bringen was Widerrum zu mehr Umsätzen führt.
Ich verstehe was du sagen willst, im Großen und ganzen möchtest du quasi sagen Pepsi drin lassen dafür Coke raus und eventuell einen anderen noch mit ins Boot nehmen? Habe ich dich da richtig verstanden?
Bei Pepsi wäre dies aber auch theoretisch der Fall. Jedoch hat Pepsi einen Vorteil. Sie sind nicht nur in Getränken sondern sind etwas breiter aufgestellt. Und könnten immer wider recht schnell neue Dinge auf denn Markt bringen was Widerrum zu mehr Umsätzen führt.
Ich verstehe was du sagen willst, im Großen und ganzen möchtest du quasi sagen Pepsi drin lassen dafür Coke raus und eventuell einen anderen noch mit ins Boot nehmen? Habe ich dich da richtig verstanden?
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@Laro
Difficult decision,
As you saw in the poll, there is no clear winner
At the beginning of the Ukraine war, for example, the price of potato chips rose drastically and the contents of a bag were reduced to just 175g.
And yet it still had a negative impact on margins.
Pepsi continues to struggle with this problem as a potato chips supplier.
As far as I could read, the last potato harvest was not very good either.
However, we often only see the impact of all this on companies when it comes to earnings.
That is why I am somewhat cautious about companies that are dependent on commodity prices and environmental factors.
Rising cocoa prices have weighed on Hershey and Mondelez, for example.
The stock market also means looking left and right
Difficult decision,
As you saw in the poll, there is no clear winner
At the beginning of the Ukraine war, for example, the price of potato chips rose drastically and the contents of a bag were reduced to just 175g.
And yet it still had a negative impact on margins.
Pepsi continues to struggle with this problem as a potato chips supplier.
As far as I could read, the last potato harvest was not very good either.
However, we often only see the impact of all this on companies when it comes to earnings.
That is why I am somewhat cautious about companies that are dependent on commodity prices and environmental factors.
Rising cocoa prices have weighed on Hershey and Mondelez, for example.
The stock market also means looking left and right
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1Año
@Tenbagger2024 I hadn't even thought of that. I also noticed that the contents of the bags have become less.
But I completely lost sight of the fact that Pepsi's potato harvests also play a role. I hadn't even thought about it. You've definitely raised a good point.
But as you said, this is the case everywhere in the sector that is dependent on raw materials and environmental influences. My idea of going into the food sector is based more on the fact that people are always eating or drinking. And it doesn't matter how high the prices go. People have to eat and drink.
But I completely lost sight of the fact that Pepsi's potato harvests also play a role. I hadn't even thought about it. You've definitely raised a good point.
But as you said, this is the case everywhere in the sector that is dependent on raw materials and environmental influences. My idea of going into the food sector is based more on the fact that people are always eating or drinking. And it doesn't matter how high the prices go. People have to eat and drink.
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@Laro
That's true, but Nestlé has hardly generated any performance in recent years.
Perhaps because of the problems I mentioned.
As far as I have been able to follow, companies in the sector that were innovative have tended to benefit.
Like Celsius, for example, which in turn was not entirely convincing.
Or a $MNST monster.
Small organic and chicken farms were also hyped from time to time.
Then Lotus Bak. $LOTB was always in demand.
All the way to $2897 nissin food.
Many of these were flash in the pan
And the investors like the last time
$KRI very well
That's true, but Nestlé has hardly generated any performance in recent years.
Perhaps because of the problems I mentioned.
As far as I have been able to follow, companies in the sector that were innovative have tended to benefit.
Like Celsius, for example, which in turn was not entirely convincing.
Or a $MNST monster.
Small organic and chicken farms were also hyped from time to time.
Then Lotus Bak. $LOTB was always in demand.
All the way to $2897 nissin food.
Many of these were flash in the pan
And the investors like the last time
$KRI very well
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1Año
@Tenbagger2024 yes, the food sector is mmn a difficult area. On the one hand, you have the argument that people are always eating and drinking. And on the other hand, you have commodity prices and environmental influences that could drive prices up and sales down.
These are two arguments that cannot be ignored. Perhaps it is also because the performance of individual companies is stagnating rather than going up.
I'm rather ambivalent about $MNST. I drink Monster myself and relatively often, but I also think that sales are less likely to go up because it's aimed more at young target groups. More young people drink energy drinks than older people. It's different with $PEP and $KO where you can find enough people in all age groups who buy these products.
Then $NLM might be worth considering. Frozen meals are becoming more and more popular because they are quick to prepare. And especially in today's society, where hardly anyone has the time to sit down and cook for hours like grandma did back then, I think this could possibly be an upward trend. But this is also influenced by the price of raw materials.
These are two arguments that cannot be ignored. Perhaps it is also because the performance of individual companies is stagnating rather than going up.
I'm rather ambivalent about $MNST. I drink Monster myself and relatively often, but I also think that sales are less likely to go up because it's aimed more at young target groups. More young people drink energy drinks than older people. It's different with $PEP and $KO where you can find enough people in all age groups who buy these products.
Then $NLM might be worth considering. Frozen meals are becoming more and more popular because they are quick to prepare. And especially in today's society, where hardly anyone has the time to sit down and cook for hours like grandma did back then, I think this could possibly be an upward trend. But this is also influenced by the price of raw materials.
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1Año
@Tenbagger2024 I'll take a look at the 4 you mentioned and see.
I hadn't thought about electricity either, which is always needed in any case. And with the prices, end consumers can't do much either.
Do you have any suggestions for industry and electricity?
I hadn't thought about electricity either, which is always needed in any case. And with the prices, end consumers can't do much either.
Do you have any suggestions for industry and electricity?
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@Laro
Electricity has already done very well and is no longer so cheap. Like $VST or $CEG.
There are many interesting companies in the industrial sector, and it would go beyond the scope of this article to list them all.
As I have already written, I see the following as growth sectors
Defense and Aerospace
There are still a few favorable US companies here.
But also $AIR $MTX $RR. $AVIO etc. are very interesting.
Also suppliers such as $KIT and $JBL
In the water
$BMI and $XYL
Electricity has already done very well and is no longer so cheap. Like $VST or $CEG.
There are many interesting companies in the industrial sector, and it would go beyond the scope of this article to list them all.
As I have already written, I see the following as growth sectors
Defense and Aerospace
There are still a few favorable US companies here.
But also $AIR $MTX $RR. $AVIO etc. are very interesting.
Also suppliers such as $KIT and $JBL
In the water
$BMI and $XYL
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