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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4Mês
@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
Good morning my dear,
The stock market is a constant process.
Even with a buy and hold strategy, it is important to be able to part ways in certain situations.
Even if it is perhaps painful.
I also wrote something about Coca Cola in some of the comments.
There are many different companies here.
Bottlers, licensors and franchise partners where I see more potential.
Rising inflation due to the current geopolitical situation and rising oil prices could put further pressure on the sector.
I believe that a price increase is hardly possible for Coca Cola because it would be detrimental to sales. So rising raw material prices would put pressure on margins.
On the other hand, Coca Cola's robustness speaks in its favor.
I also see opportunities in the defense and aerospace sectors.
Airbus is doing extremely well at the moment.
Some suppliers are also benefiting from this.
There are so many examples I could give you.
But at the end of the day, I don't want to impose anything on you, because you have to stand behind your decision yourself.
Good morning my dear,
The stock market is a constant process.
Even with a buy and hold strategy, it is important to be able to part ways in certain situations.
Even if it is perhaps painful.
I also wrote something about Coca Cola in some of the comments.
There are many different companies here.
Bottlers, licensors and franchise partners where I see more potential.
Rising inflation due to the current geopolitical situation and rising oil prices could put further pressure on the sector.
I believe that a price increase is hardly possible for Coca Cola because it would be detrimental to sales. So rising raw material prices would put pressure on margins.
On the other hand, Coca Cola's robustness speaks in its favor.
I also see opportunities in the defense and aerospace sectors.
Airbus is doing extremely well at the moment.
Some suppliers are also benefiting from this.
There are so many examples I could give you.
But at the end of the day, I don't want to impose anything on you, because you have to stand behind your decision yourself.
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4Mês
@Tenbagger2024 I find the arguments you're making against Coke quite convincing. Of course the company can't continue to raise product prices because then fewer people would buy. Which in turn would lead to a drop in sales.
But this would also theoretically be the case with Pepsi. However, Pepsi has an advantage. They are not only in beverages but have a somewhat broader base. And could always bring new things onto the market quite quickly, which in turn leads to more sales.
I understand what you're saying, by and large you want to keep Pepsi in but take Coke out and maybe bring another one on board? Did I understand you correctly?
But this would also theoretically be the case with Pepsi. However, Pepsi has an advantage. They are not only in beverages but have a somewhat broader base. And could always bring new things onto the market quite quickly, which in turn leads to more sales.
I understand what you're saying, by and large you want to keep Pepsi in but take Coke out and maybe bring another one on board? Did I understand you correctly?
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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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4Mês
@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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4Mês
@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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4Mês
@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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