1Sem.·

$JNJ (-0,88 %)

What do you think of the UN?


I don't think a price/cash flow of 15.5 is expensive, but there's probably not much room for multiple expansion. According to the UN, the target is 5-7% annual growth until 2030. Add to that around 3% dividend.

I.e. the UN would yield 8-10% per year (assuming the valuation remains the same). I'm considering whether the individual share risk pays off if the profit expectation is in the range of the MSCI World 😅

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7 Commentaires

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What does UN mean?
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If you are pursuing a dividend strategy with your portfolio, $JNJ is a top stock. Unfortunately not for a growth portfolio. In my opinion, the MSCI World is better for growth in the long term. They just don't play in the same league - that's why it's important what you want, otherwise you'll be disappointed sooner or later.
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I'm curious to see whether the MSCI World will even yield 8-10% over the next few years.
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