Predictions
Ipg Photonics
Start price
Target price
Perf. (%)
€140.30
01.11.21
01.11.21
€180.00
01.11.22
01.11.22
-38.63%
02.11.22
02.11.22
Could be worthwhile Investment >10% per year
Keysight Technologies
Start price
Target price
Perf. (%)
€138.00
19.08.21
19.08.21
-
19.08.22
19.08.22
26.36%
19.08.22
19.08.22
Lockheed Martin Corp.
Start price
Target price
Perf. (%)
€319.00
08.07.21
08.07.21
-
08.07.22
08.07.22
-8.24%
06.11.21
06.11.21
High dividend yield expected
Undervalued
EBIT growth >5% per year expected
Revenue growth >5% per year expected
Raytheon Technologies Corp.
Start price
Target price
Perf. (%)
€72.26
08.07.21
08.07.21
-
08.07.22
08.07.22
27.32%
08.07.22
08.07.22
Xylem Inc.
Start price
Target price
Perf. (%)
€102.65
08.07.21
08.07.21
€130.00
08.07.22
08.07.22
-23.84%
08.07.22
08.07.22
Could be worthwhile Investment >10% per year
Small cyclical dependencies
Known brand
Innovative
Trane Technologies plc
Start price
Target price
Perf. (%)
€157.00
08.07.21
08.07.21
€190.00
08.07.22
08.07.22
15.30%
13.12.21
13.12.21
Could be worthwhile Investment >10% per year
Top 10 in its market
Very Future proof/growth oriented business model
Small cyclical dependencies
Lockheed Martin Corp.
Start price
Target price
Perf. (%)
€318.50
28.06.21
28.06.21
€390.00
27.04.22
27.04.22
32.50%
27.04.22
27.04.22
Could be worthwhile Investment >10% per year
Fair valuation
High dividend yield expected
Strong uniques
A.O. Smith Corp.
Start price
Target price
Perf. (%)
€56.56
10.06.21
10.06.21
-
10.06.22
10.06.22
-3.89%
11.06.22
11.06.22
High dividend yield expected
Future proof or reliable business model
Valuable balance sheet
Probably not worthwhile Investment
Northrop Grumman Corp.
Start price
Target price
Perf. (%)
€310.70
07.06.21
07.06.21
€400.00
07.06.22
07.06.22
13.52%
12.02.22
12.02.22
Very positive Cash Flow expected
Fair valuation
Strong uniques
Revenue growth >5% per year expected
Wabtec Corp.
Start price
Target price
Perf. (%)
€67.24
30.05.21
30.05.21
-
30.05.22
30.05.22
15.23%
08.10.21
08.10.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Low dividend yield expected
Danaher Corp.
Start price
Target price
Perf. (%)
€207.90
24.05.21
24.05.21
-
24.05.22
24.05.22
35.74%
13.12.21
13.12.21
EBIT growth >5% per year expected
Revenue growth >5% per year expected
Increased challenges to pay loans and raise capital
Emerson Electric Company
Start price
Target price
Perf. (%)
€77.81
30.03.21
30.03.21
-
30.03.22
30.03.22
14.38%
31.03.22
31.03.22
Small cyclical dependencies
Growths slower than the competition
Danaher Corp.
Start price
Target price
Perf. (%)
€191.98
27.03.21
27.03.21
-
27.03.22
27.03.22
8.29%
24.05.21
24.05.21
EBIT growth >5% per year expected
Revenue growth >5% per year expected
Increased challenges to pay loans and raise capital
Caterpillar Inc.
Start price
Target price
Perf. (%)
€193.50
14.03.21
14.03.21
-
14.03.22
14.03.22
-8.17%
31.10.21
31.10.21
High dividend yield expected
Future proof or reliable business model
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Stanley Black & Decker Inc.
Start price
Target price
Perf. (%)
€142.46
24.02.21
24.02.21
€130.00
24.02.22
24.02.22
19.44%
18.04.21
18.04.21
Probably not worthwhile Investment
High valuation
Low dividend yield expected
Significant cyclical dependencies
Keysight Technologies
Start price
Target price
Perf. (%)
€120.00
09.02.21
09.02.21
€180.00
09.02.22
09.02.22
23.75%
09.02.22
09.02.22
Could be very worthwhile Investment >20% year
Standard Investments for future growth
Growths faster than the competition
Some uniques
Fastenal Co.
Start price
Target price
Perf. (%)
€42.07
14.01.21
14.01.21
-
14.01.22
14.01.22
1.40%
29.03.21
29.03.21
EBIT growth >5% per year expected