4Mes·
5
6 Commenti

immagine del profilo
$ULVR, has certainly brought you a few profits and $ADM would be the first two and as a shaky candidate $MMM
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immagine del profilo
@Dividendenopi so you would kick adm and unilever out first
I was thinking more of nestle and adm
unilever looks like growth is finally here for a change
immagine del profilo
@Memo0606 As I said, my opinion. On the one hand, Unilever has decent forecasts, but has somehow always been a bit of a Cinderella and is/was less noticed and is currently also well valued in terms of price, depending on the entry point, a candidate for me to take profits here. But you have to judge that for yourself. Archer is not getting anywhere at the moment and after declining profits there is at least no decisive change in sight at the moment
immagine del profilo
@Dividendenopi adm I'm with you but I'm waiting for numbers this week and turnaround candidate 😅
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immagine del profilo
Unilever, pepsico, archer Daniel's midlands I would sort out directly.

In the case of Unilever and pepsico, it is the issue of debt, which is simply too high for me.
With archer Daniel's midlands it's the performance.

For me, the consumer staples sector is unexciting anyway, only exciting for cash flow shareholders.
For me as a private investor and quality growth investor, I want to achieve the maximum return and dividends tend to be negative overall.

I haven't really familiarized myself with the other companies.
I like the balance sheet of Monster very much and it has also performed well, but the returns for the sector are clearly inferior compared to other companies.
immagine del profilo
@schokosahne Incidentally, 3m is also unexciting for me as an investor, they dance at every wedding and somehow at none of them properly.
You have to decide whether you want a conglomerate or not and the cancellation of the dividend was due to the debt.

Despite the spin-off of part of the company, there is still 44 billion in debt, that would be too hot for me and I would leave that to the big ones, you are lucky enough to invest in companies of your choice
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