Hello everyone,
I have a few questions about the following titles. Perhaps someone can help me?
a) Does it still make sense to enter Mercado Libre now and can we still expect above-average growth or are we already on the FOMO train?
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b) Why have Colgate-Palmolive and Ecolab performed so strongly over the last twelve months (better than the S&P500) - such growth is unusual for such defensive stocks. Can we expect similar performance in the future or rather a return to the midfield (progression to the middle)?
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c) Now to $AAPL (+0,88%) . Apple buys all its components in China and produces all its products there. What impact could a long-term upturn in China have on Apple, could production costs become more expensive as prices for components and transportation and, in the medium term, wages rise? This would reduce the margin and there is already nothing that can be done about the sales prices, as everyone is much more expensive than the competition and has already lost a lot of market share due to the pricing policy. So would that be a very negative scenario for Apple? Or does Apple benefit just as much from the Chinese upswing because they are simply in the middle of it? Again, from a different perspective, I think the opposite of what seems logical often happens in the stock market. :(
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d) I bought shares in Dassault Aviation a few months ago. The stock seemed cheaply valued to me. They have a lower P/E ratio than other companies in the defense industry, strategic investments, for example in Thales, and are in a very solid financial position. The growth of around 15% and the forecasts also seem positive. Nevertheless, this is not reflected in the share price and it is the weakest defense stock in my portfolio. Now I have also come across an article that classifies the share as overvalued. Is anyone in? Have I missed something?