Predictions
Take-Two Interactive
Start price
Target price
Perf. (%)
€145.75
08.07.21
08.07.21
-
08.07.22
08.07.22
-15.35%
08.07.22
08.07.22
Activision Blizzard Inc.
Start price
Target price
Perf. (%)
€79.00
08.07.21
08.07.21
-
08.07.22
08.07.22
-2.39%
08.07.22
08.07.22
Nike Inc. B
Start price
Target price
Perf. (%)
€119.44
17.02.21
17.02.21
-
17.02.22
17.02.22
5.21%
18.02.22
18.02.22
Market Leader or Top 3
Well known brand
Capable Management
Revenue growth >5% per year expected
Hanesbrands Inc.
Start price
Target price
Perf. (%)
€12.50
31.01.21
31.01.21
-
31.01.22
31.01.22
14.52%
01.02.22
01.02.22
Risky balance sheet
Increased challenges to pay loans and raise capital
Leggett & Platt Inc.
Start price
Target price
Perf. (%)
€35.80
11.01.21
11.01.21
-
11.01.22
11.01.22
11.12%
18.10.21
18.10.21
EBIT growth >5% per year expected
High dividend yield expected
Revenue growth >5% per year expected
D.R. Horton Inc.
Start price
Target price
Perf. (%)
€60.50
18.12.20
18.12.20
-
18.12.21
18.12.21
33.39%
18.04.21
18.04.21
Revenue growth >5% per year expected
Very positive Cash Flow expected
Top 10 in its market
Could be worthwhile Investment >10% per year
Lennar Corp. A
Start price
Target price
Perf. (%)
€62.00
15.12.20
15.12.20
-
15.12.21
15.12.21
20.16%
15.03.21
15.03.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher risks for its business
D.R. Horton Inc.
Start price
Target price
Perf. (%)
€61.00
08.12.20
08.12.20
-
08.12.21
08.12.21
9.84%
10.02.21
10.02.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
ROE higher than 10% per year
Low dividend yield expected
Ralph Lauren A
Start price
Target price
Perf. (%)
€80.18
03.12.20
03.12.20
-
03.12.21
03.12.21
27.96%
04.12.21
04.12.21
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Well known brand
Leggett & Platt Inc.
Start price
Target price
Perf. (%)
€37.31
22.10.20
22.10.20
-
04.11.21
04.11.21
-6.45%
23.12.20
23.12.20
EBIT growth >5% per year expected
High dividend yield expected
Revenue growth >5% per year expected
Lennar Corp. A
Start price
Target price
Perf. (%)
€70.50
01.10.20
01.10.20
-
04.11.21
04.11.21
-14.89%
11.12.20
11.12.20
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher risks for its business
Under Armour Inc. A
Start price
Target price
Perf. (%)
€17.10
01.09.19
01.09.19
-
04.11.21
04.11.21
31.49%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Activision Blizzard Inc.
Start price
Target price
Perf. (%)
€38.50
31.05.19
31.05.19
€95.00
04.11.21
04.11.21
53.38%
05.11.21
05.11.21
Some uniques
Market Leader or Top 3
Very Future proof/growth oriented business model
Well known brand
Take-Two Interactive
Start price
Target price
Perf. (%)
€91.27
11.05.19
11.05.19
€96.97
11.06.19
11.06.19
9.18%
11.06.19
11.06.19
Could be worthwhile Investment >10% per year
Activision Blizzard Inc.
Start price
Target price
Perf. (%)
€41.19
27.12.18
27.12.18
€49.61
04.11.21
04.11.21
43.38%
05.11.21
05.11.21
Activision Blizzard Inc.
Start price
Target price
Perf. (%)
€43.02
06.12.18
06.12.18
€45.10
12.12.18
12.12.18
4.84%
12.12.18
12.12.18
Electronic Arts Inc.
Start price
Target price
Perf. (%)
€75.30
27.11.18
27.11.18
€129.00
04.11.21
04.11.21
64.06%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
