Predictions
Ford Motor Co.
Start price
Target price
Perf. (%)
€9.28
31.10.23
31.10.23
-
31.10.24
31.10.24
4.11%
06.11.23
06.11.23
Well known brand
Future proof or reliable business model
Top 10 in its market
Under Armour Inc. A
Start price
Target price
Perf. (%)
€7.07
22.10.22
22.10.22
€8.00
22.10.23
22.10.23
-1.05%
23.10.23
23.10.23
Could be worthwhile Investment >10% per year
Booking Holdings Inc.
Start price
Target price
Perf. (%)
€2,112.5
14.01.23
14.01.23
€2,500.0
30.12.23
30.12.23
39.22%
18.09.23
18.09.23
Market Leader or Top 3
Well known brand
Very small cyclical dependencies
High challenges to pay loans and raise capital
Amazon.com Inc.
Start price
Target price
Perf. (%)
€131.82
15.09.23
15.09.23
-
15.09.24
15.09.24
0.18%
15.09.23
15.09.23
Could be worthwhile Investment >10% per year
Activision Blizzard Inc.
Start price
Target price
Perf. (%)
€57.06
17.11.21
17.11.21
€87.00
17.11.24
17.11.24
50.46%
05.09.23
05.09.23
Some uniques
Market Leader or Top 3
Very Future proof/growth oriented business model
Well known brand
General Motors Corp
Start price
Target price
Perf. (%)
€35.41
21.07.23
21.07.23
€31.00
21.08.23
21.08.23
-14.24%
22.08.23
22.08.23
Probably not worthwhile Investment
Revenue decline/stagnation expected
Lower EBIT Margin than peer group
Increased challenges to pay loans and raise capital
Amazon.com Inc.
Start price
Target price
Perf. (%)
€117.50
21.07.23
21.07.23
€140.00
21.08.23
21.08.23
4.83%
22.08.23
22.08.23
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
Top 10 in its market
Home Depot Inc.
Start price
Target price
Perf. (%)
€321.00
20.08.22
20.08.22
-
20.08.23
20.08.23
-6.60%
21.08.23
21.08.23
Fair valuation
High dividend yield expected
Valuable balance sheet
Little Investments for future growth
Walt Disney Co.
Start price
Target price
Perf. (%)
€114.76
12.08.22
12.08.22
€88.00
12.08.23
12.08.23
-29.42%
12.08.23
12.08.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Future proof or reliable business model
High dividend yield expected
Dollar Tree Inc.
Start price
Target price
Perf. (%)
€163.54
25.07.22
25.07.22
€200.00
25.07.23
25.07.23
-16.29%
26.07.23
26.07.23
Could be worthwhile Investment >10% per year
Nike Inc. B
Start price
Target price
Perf. (%)
€114.68
22.03.23
22.03.23
€120.00
22.03.24
22.03.24
-14.58%
24.07.23
24.07.23
Standard Investments for future growth
Valuable balance sheet
Growths faster than the competition
Medium risks for its business
Warner Bros. Discovery Inc.
Start price
Target price
Perf. (%)
€14.98
10.06.22
10.06.22
-
10.06.23
10.06.23
-14.39%
10.06.23
10.06.23
Charter Communications Inc. A
Start price
Target price
Perf. (%)
€359.05
25.02.23
25.02.23
€300.00
25.02.24
25.02.24
-14.57%
31.05.23
31.05.23
Could be worthwhile Investment >10% per year
Tapestry Inc.
Start price
Target price
Perf. (%)
€32.73
27.07.22
27.07.22
€25.00
27.07.23
27.07.23
17.32%
25.05.23
25.05.23
Probably not worthwhile Investment
Significant cyclical dependencies
McDonalds Corp.
Start price
Target price
Perf. (%)
€273.00
29.10.22
29.10.22
€255.00
29.10.23
29.10.23
0.37%
22.05.23
22.05.23
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Walt Disney Co.
Start price
Target price
Perf. (%)
€139.36
16.11.21
16.11.21
€160.00
31.12.23
31.12.23
-34.80%
08.05.23
08.05.23
Could be worthwhile Investment >10% per year
Home Depot Inc.
Start price
Target price
Perf. (%)
€278.50
07.09.21
07.09.21
€350.00
31.12.23
31.12.23
-4.70%
08.05.23
08.05.23
Could be worthwhile Investment >10% per year
Dollar General Corp.
Start price
Target price
Perf. (%)
€225.65
03.05.22
03.05.22
-
03.05.23
03.05.23
-12.25%
03.05.23
03.05.23
Warner Bros. Discovery Inc.
Start price
Target price
Perf. (%)
€16.56
02.05.22
02.05.22
€24.00
02.05.23
02.05.23
-30.68%
03.05.23
03.05.23
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Amazon.com Inc.
Start price
Target price
Perf. (%)
€132.73
27.04.22
27.04.22
€127.50
27.04.23
27.04.23
-27.01%
27.04.23
27.04.23
Good rating
Some uniques
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
O'Reilly Automotive Inc.
Start price
Target price
Perf. (%)
€668.10
07.04.22
07.04.22
€700.00
07.04.23
07.04.23
19.74%
08.04.23
08.04.23
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model
Costco Wholesale
Start price
Target price
Perf. (%)
€559.40
07.04.22
07.04.22
€600.00
07.04.23
07.04.23
-19.40%
08.04.23
08.04.23
Could be worthwhile Investment >10% per year
Future proof or reliable business model