Nestle looks inexpensive from where it was a while ago, however if we dig deeper, it is still absolutely nothing special. The why Nestle stock is down is easily explained by taking a look at earnings, net income and the intense competition regardless of the famous brands. Plus, there is the debt.
My passion is to look for low threat high benefit financial investment chances. I apply my accounting skills and investing experience in order to discover intriguing financial investment ideas that use the possibility to lead me towards my financial goals.
If you are a sophisticated investor trying to find in depth, independent stock analyses and investing concepts, here is my STOCK MARKET RESEARCH PLATFORM (service and sector danger and reward analysis, my portfolios):.
STOCK EXCHANGE RESEARCH PLATFORM:.
Are you an investor that is just starting? Sign up for the FREE Stock Market Investing Course – a thorough guide to investing going over all that matters:.
I am likewise a book author:.
Modern Value Investing book:.
The below links are from third parties or channel sponsors where I get a charge from:.
I typically get inquired about brokers, here is a low cost broker, a global one that enables you to purchase on worldwide markets, and also offers complex options like choices for when your investing skills grow. In the meantime, it is among the best services I have actually found for global financiers, also based on your remarks and inputs:.
Wealth Builders Club Secrets Revealed – Click Here to Discover the #1 Investment Resource!
Sven China update please
My largest winners this year were China and Gold. About 6 months ago the “experts” were talking about how China is a dead market and the risks are there, slowdown, all this. 6 months later: “Goldman raises forecasts for China stocks after Beijing’s stimulus pledge (07.10.2024). I chuckle at these changes of opinion.
@@dodid0 Same. I watch Bloomberg Asia on youtube and they were groaning on about how the Chinese economy is in trouble then they do a presentation on how Ecommerce in China is growing at 9.75% per year and is projected to grow at that rate for the next five years and I’m just watching it and thinking that math doesn’t math.
I’ve bought Nestlé when I started investing, because it was cheap and a big name, but the more I watched Buffett, the more I realized there’s an important thing missing.
I’ve sold when I realised I don’t like the management.
Thank you for your videos, can you make a video for Unilever too, please? Thank you.
Always my best financial youtuber . Thank you 🙂
Great as always. Sven maybe it is time to look again at lithium stocks, they are all crushed except Arcadium that might be acquired.
I guess you guys don’t know that Nestlé has 400,000 haters thread on Reddit. It’s named Nestlé crimes against humanity or something like that.
I 💯 agree. A PE of 10 would be fair but with dividend yeild of 3.6%, it might only go down to 15.
Yes since it’s a well known stable business, it’s less likely to be undervalued by the market. That’s why it’s only worth buying during a big crash or panic by the market. Like Sven said, maybe once in 20 years
@@TheLazyGamer42 its the margins, food companies have no margins nor does retail, its all volume.
Great video Sven! Thanks for sharing your thoughts. Would be amazing if you can do same valuation for magnificent 7 too.
great, will do!
Sven do u think about wegovy and ozempic long term impact on food and beverage producers?
always wanted to buy Coca Cola for pe of 15 but now with these carving/appetite depressors, not so sure anymore.
any thoughts?
I know you didn’t ask me, but I don’t think a future where everyone is drugged up on GLP-1 is realistic, or even possible. Something about the drug will break at that scale. But if not, then why not buy Coca Cola and add just a little bit of NVO as a hedge, because if GLP-1 is going to blow up globally to that scale, your NVO investment will cover your losses.
I have no idea about those things….
Sven, make a video on Baba, JD and Baidu and also the 7M
will do!
Nice video Sven, i agree it seems to be a bit overvalued still. It has decent products but the way i see it expanding won’t really happen anytime soon, since there is also a lot of competition there and nobody really looks at Nestle and sais its a brand they must buy like Coca Cola, at least where i live.
Lately i’ve stumbled upon a dutch bank being super weirdly valued called ABN Amro. I’ve been thinking about entering the position, but i don’t know what are the possible traps of entering into banking sector. I mostly deal with manufactoring companies, but the ABM seems like a good oportunity now for a somewhat stable long term dividend yielding position. What is your outlook on the thing?
Banks are a buy only during crises.
ABN was bailed out a while ago:-)) here is more on banks:
https://www.youtube.com/watch?v=EMhoCEYSa6o
The strength of Swiss Franc currency has been bad for Nestle
just for the stock, the currency is the USD so that adjusts, other things matter too
Deep under water with it.
I always say a PE ratio of 30 is a lot
I am watching Nestle and my plan is to start buying if the PE reaches 15.
that would be better than now
Could you make a comment on the recent Chinese Stock rally?
What do you think of ATKORE, it has a PE ratio under 10.
Nice video and I agree about Nestle. What about a.s.r. Nederland, a dutch insurer. Very good shareholder yield (7% dividend yield + 5-10% dividend growth until ’26, buybacks), growing organic capital creation/generation. Price seems good to me, would be fun to hear your take on such a company.
Please review mag 7
You also have to take into account the interest rate in swizerland, it is 1% and trending down. The equity risk premium of a 20 P/E company in the swiss market is still better than a 15 P/E in the US market.(even if US rates go down to 2.7% which i doubt) Also swiss macro- franc getting stronger even with lower rates, good export economy and no inflation. Opposite than the US. IMO if you can buy on margin with franc its a much better buy.
Swiss withholding tax on dividends is 35%. No thank you.