Predictions
News Corp. B
Start price
Target price
Perf. (%)
€15.40
28.01.21
28.01.21
-
28.01.22
28.01.22
36.36%
10.06.21
10.06.21
Low dividend yield expected
Revenue decline/stagnation expected
negative Cash Flow expected
Few uniques
Amazon.com Inc.
Start price
Target price
Perf. (%)
€135.88
28.01.21
28.01.21
€177.50
28.01.22
28.01.22
4.84%
09.08.21
09.08.21
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Cummins Inc.
Start price
Target price
Perf. (%)
€204.00
26.01.21
26.01.21
€225.00
26.01.22
26.01.22
12.75%
08.03.21
08.03.21
Could be worthwhile Investment >10% per year
Standard Investments for future growth
Innovative
Sustainability is important
MGM Resorts International
Start price
Target price
Perf. (%)
€24.60
13.01.21
13.01.21
-
13.01.22
13.01.22
37.34%
21.07.21
21.07.21
Undervalued
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Future proof or reliable business model
Amazon.com Inc.
Start price
Target price
Perf. (%)
€128.48
13.01.21
13.01.21
-
2.57%
22.02.21
22.02.21
Market Leader or Top 3
Very Future proof/growth oriented business model
Could be worthwhile Investment >10% per year
Starbucks Corp.
Start price
Target price
Perf. (%)
€87.00
11.01.21
11.01.21
€99.00
11.01.22
11.01.22
23.33%
27.07.21
27.07.21
Could be worthwhile Investment >10% per year
Good culture
Future proof or reliable business model
Market Leader or Top 3
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
Home Depot Inc.
Start price
Target price
Perf. (%)
€215.95
05.01.21
05.01.21
€170.00
05.01.22
05.01.22
23.96%
06.04.21
06.04.21
Known brand
Probably not worthwhile Investment
Low dividend yield expected
High valuation
Autozone Inc.
Start price
Target price
Perf. (%)
€987.60
28.12.20
28.12.20
-
28.12.21
28.12.21
23.53%
28.04.21
28.04.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Very low/no dividend yield 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
Ford Motor Co.
Start price
Target price
Perf. (%)
€7.34
18.12.20
18.12.20
€12.00
18.12.21
18.12.21
35.66%
29.04.21
29.04.21
Fair valuation
Sustainability is important
Innovative
Growths slower than the competition
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
Borgwarner Inc.
Start price
Target price
Perf. (%)
€30.40
12.12.20
12.12.20
-
12.12.21
12.12.21
21.71%
14.09.21
14.09.21
Probably not worthwhile Investment
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Home Depot Inc.
Start price
Target price
Perf. (%)
€218.45
12.12.20
12.12.20
-
12.12.21
12.12.21
12.86%
24.03.21
24.03.21
Fair valuation
High dividend yield expected
Valuable balance sheet
Little Investments for future growth
Amazon.com Inc.
Start price
Target price
Perf. (%)
€128.58
11.12.20
11.12.20
€183.95
11.12.21
11.12.21
13.77%
04.11.21
04.11.21
Very Future proof/growth oriented business model
Could be very worthwhile Investment >20% year
Very capable Management
Very good company culture
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
Best Buy Co.
Start price
Target price
Perf. (%)
€87.65
03.12.20
03.12.20
-
03.12.21
03.12.21
6.42%
24.02.21
24.02.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
High dividend yield expected
Well known brand
Amazon.com Inc.
Start price
Target price
Perf. (%)
€131.90
30.11.20
30.11.20
€150.00
30.11.21
30.11.21
19.41%
01.12.21
01.12.21
Could be worthwhile Investment >10% per year
Dollar Tree Inc.
Start price
Target price
Perf. (%)
€91.70
27.11.20
27.11.20
-
27.11.21
27.11.21
-3.59%
06.02.21
06.02.21
Revenue growth >5% per year expected
Fair valuation
Very low/no dividend yield expected
Interpublic Group Of Companies Inc.
Start price
Target price
Perf. (%)
€18.70
27.11.20
27.11.20
-
27.11.21
27.11.21
9.09%
09.02.21
09.02.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Low dividend yield expected
Walt Disney Co.
Start price
Target price
Perf. (%)
€125.38
24.11.20
24.11.20
€130.00
0.94%
03.12.20
03.12.20
EBIT growth > 30% per year expected
Undervalued
Very high dividend yield expected
Top Rating
Las Vegas Sands Corp.
Start price
Target price
Perf. (%)
€48.89
24.11.20
24.11.20
-
24.11.21
24.11.21
-3.86%
08.02.21
08.02.21
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Higher risks for its business