PepsiCo

The shares of companies such as PepsiCo $PEP (+1,49 %) , General Mills $GIS (+1,43 %) , Pfizer $PFE (+1,27 %) and Bavarian Nordic $BAVA (-0,66 %) among others, fell today after Donald Trump announced his intention to nominate Robert F. Kennedy Jr. to lead the Department of Health and Human Services (HHS). Kennedy's critical stance towards the food and pharmaceutical industries has raised concerns that there could be stricter regulations that negatively impact these companies.

For Pfizer, we see a decline as the company faces a challenging market environment. Despite an increased sales forecast, investor sentiment remains tense. Bavarian Nordic has also lost value due to uncertainties in vaccine development and potential regulatory changes.

Thanks go to Robert F. Kennedy Jr. for the turmoil he has caused in the markets. What do you think about the impact of his nomination on these industries?

Coca-Cola $KO (+1,74 %) PepsiCo $PEP (+1,49 %) and other companies have decided to stop funding cruel animal testing at the urging of PETA USA. This step is seen as a significant success for animal welfare and shows that pressure from animal welfare organizations can have an impact.

What do you think of animal testing? What alternative methods could be used to reduce or eliminate the need for such tests? Share your thoughts and suggestions in the comments.

https://presseportal.peta.de/erfolg-coca-cola-pepsico-und-weitere-unternehmen-beenden-auf-draengen-von-peta-usa-die-finanzierung-grausamer-tierversuche/

Hello GQ family,

What do you think is a good time to $PEP (+1,49 %) to get in? $AD (-1,04 %) is a clear winner in the Stiften share test ✅

I set up a custody account with Scalable Capital last week.

In addition to my cash flow depotwhich currently pays me a dividend of €709.45 next year (see picture), I will set up a savings plan custody account there.

This savings plan custody account will have a term of 20 years+.

I will pay in €495 per month and divide it between 15 companies as follows:

$GOOGL (-4,32 %) - 33€

$AMZN (-1,66 %) - 33€

$AAPL (+0,52 %) -33€

$ASML (+3,03 %) - 33€

$FAST (+0,62 %) - 33€

$JNJ (+2,46 %) - 33€

$MC (-1,37 %) - 33€

$MCD (-0,53 %) - 33€

$MSFT (-0,01 %) - 33€

$NOVO B (-2,19 %) - 33€

$PEP (+1,49 %) - 33€

$PG (+1,83 %) - 33€

$UNP (+2,75 %) - 33€

$UNH (+0,42 %) - 33€

$V (+0,82 %) - 33€

The savings plans will be executed for the first time on Monday and then continue on a monthly basis.

I will post a monthly update here

Hey friends, today, in the shadow of the incredible share price increases, I'm going to introduce you to a company that probably nobody really has on their radar, but should have. I stock up here from time to time.

It's about the Humble Group AB ($HUMBLE ) based in Stockholm. The company is active in the FMCG (Fast Moving Consumer Goods) and Food-Tech sectors.

The company develops and markets sustainable and health-conscious products, divided into segments such as sustainable care, innovative snacks, high-quality nutrition and distribution in the Nordic region. The products include vegan snacks, sugar-free confectionery, sports nutrition and care products that are also available in our German supermarkets and drugstores.

Humble Group has shown strong growth through consistent mergers and acquisitions, which has had a positive impact on sales and operational synergies.

Going forward, Humble Group plans to increase profitability and scalability through data-driven business strategies and the integration of new acquisitions. The aim is to achieve continuous growth through targeted acquisitions and an improvement in cash flow.

The company is aiming for an average annual organic growth rate of at least 15%. This will be achieved through a mix of organic growth and strategic acquisitions, which will further strengthen overall growth. Sales are to be increased to around SEK 13 billion by 2025.

With a long-term EBITDA margin of 12-15% and the current valuation, the company seems very favorably valued to me. Even if they do not reach the 15% per annum and lower growth figures are assumed, an above-average market return should be expected.

Of course, there is also a greater risk here than with one of the big giants like $PEP (+1,49 %) or others, but there is still a good opportunity here to participate in a long-term growth story or even a takeover by another company.

LG yours

Beetlejuice

In February 2024, I opened a securities account with Trade Republic and started saving 60 "stable" stocks from the S&5 500 per month with the aim of beating the S&P ETF in the long term. Since May, more than 30 additional stocks have been added and have proven to be an excellent decision so far. Among others $SFM (+1,83 %)
$AMP (+2,33 %)
$CMI (+2,89 %)
$SNA (+1,52 %)
$FI (+0,16 %)
$PANW (+7,43 %)
$ANET (+6,65 %) .

There are now over 150 positions and not only 🇺🇸 shares (over 90%) in the portfolio but also a handful from 🇩🇪🇬🇧🇳🇱🇯🇵🇸🇬. They still have to prove their quality, but so far only 🇺🇸 stocks have delivered performance.

9 months since the start, my "ETF" can keep up quite well although the goal of beating the S&P500 has not yet been achieved. But I'm close and in July the gap was somewhat wider.

Conclusion: The popular dividend stocks have not provided performance in the portfolio as $JNJ (+2,46 %)
$KO (+1,74 %)
$PG (+1,83 %)
$PEP (+1,49 %) The popular growth stocks from the semiconductor sector have not yet been able to prove their quality either. $ASML (+3,03 %)
$SNPS (+3,69 %)
$KLAC (+3,29 %)
$LRCX (+5,52 %)
$AMAT (+3,95 %) The healthcare sector has also been somewhat disappointing. $ISRG (+1,95 %) and $SYK (+1,88 %) are positive exceptions here.

The usual suspects, on the other hand, have performed very well, although Microsoft is lagging a little behind. Otherwise, the financial sector and almost all stocks in the industrial sector have performed well so far.

Let's see how things continue to develop.😁

Degree at $PEP (+1,49 %) added 👍💪🚀

Do you have Pepsi in your portfolio?

Depot soon as pure as fresh mountain spring water. The fewer positions, the better the quality of life. 💐

Hello dear getquin community,

I am currently looking for a few good dividend stocks to add to my portfolio.

So far I have $BATS (+0,39 %) , $MMM (+0,62 %) and $O (+1,54 %) in my portfolio.

My watchlist currently includes $PEP (+1,49 %) , $MCD (-0,53 %) and $ULVR (-0,24 %) as I am convinced by them and also like to consume the products in my everyday life.

I would be very grateful if you could give me a few more suggestions and would be happy to discuss them with you!