Apple Vs. Google: Which Is The Most Attractive Right Now?

I rate both Alphabet and Apple as a buy: both have strong competitive advantages, strong financials and are highly profitable. However, the results of the Seeking Alpha Factor Grades and the HQC Scorecard, both show Alphabet to be more attractive in terms of Valuation and GrowthREAD MORE  

Comcast: High Upside Potential Through Attractive Valuation

In my opinion, Comcast is currently a buy: the company is highly profitable (EBIT-margin of 18.25%), demonstrates strong financials (boasting an A3 credit rating by Moody’s and a Free Cash Flow Yield of 8.69%). Furthermore, the company has an attractive valuation (P/E Ratio of 11.99, which is 29.98% below its average over the last five years). READ MORE

Delta Air Lines: Is The Reward Worth The Risk?

Investing in the airline industry in general and particularly in Delta Air Lines, comes with a lot of risk factors. In my opinion, the reward of investing in Delta Air Lines is not worth the risk. Therefore, I rate the company as a sell. The HQC Scorecard confirms that Delta Air Lines is unattractive in terms of risk and reward. READ MORE

Mastercard: Excellent Growth Prospects And A Wide Economic Moat

In my opinion, Mastercard is currently a buy: the company has broad competitive advantages (such as its brand image, reliable payments network as well as its broad network within the financial service industry), an excellent competitive position (proved by its EBIT-margin of 56.70%) and has shown strong results in 2Q22. READ MORE

10 Company Attributes You Should Identify When Building Your Retirement Portfolio

When aiming to select companies for your retirement portfolio, there are a huge number of figures to take into account. I have selected what I believe to be the 10 most important attributes you should examine before deciding to add a company to your investment portfolio for retirement. READ MORE

Coca-Cola: Benefit From Its Growing Dividend Payments While Investing For Retirement

When investing with a long investment horizon, you can benefit significantly by investing in Coca-Cola; even though its current valuation is not so attractive. I will assume different dividend growth rates for Coca-Cola and demonstrate how you can benefit from moderately increasing dividend payments while having a long investment horizon. READ MORE

Meta Platforms' High Free Cash Flow Yield Contributes To My Buy Rating

At the current stock price, Meta Platforms has a Free Cash Flow Yield of 7.29%, which makes the company a less risky investment than in previous years: Meta Platforms’ current stock price is no longer based on high growth expectations. Additionally, the company has a P/E Ratio of only 17.37, which is 31.61% below its average of the last 5 years (25.40). READ MORE

Alphabet: Very Attractive In All Categories Of The HQC Scorecard - Strong Buy

Alphabet currently has a P/E Ratio of only 22.59, which is 19.55% below its Average P/E Ratio of the last 5 years. In terms of risk and reward, the HQC Scorecard shows very attractive ratings for Alphabet in all categories. Assuming a Revenue and EBIT Growth Rate of 10% for Alphabet for the next 5 years, my DCF Model calculates a fair value of $162.61 for the company, resulting in an upside of 37.60% for Alphabet. READ MORE

AT&T: How To Benefit From An Investment Despite Stagnant Business Prospects

Companies with stagnant business prospects are usually not viewed as attractive investment opportunities. However, if the valuation of a stagnant business is attractive, it can result in successful investments. This could be the case for AT&T: I will assume different dividend growth rates for AT&T and show how you can benefit from moderately increasing dividend payments. READ MORE

How To Benefit Most From A Dividend Growth Stock - Using Visa As An Example

In this analysis, in which I use Visa as an example, I will show you how you can benefit most from investing in companies with high dividend growth rates. I will assume different dividend growth rates for Visa and demonstrate how you can benefit from increasing dividend payments. READ MORE

Nike Vs. Under Armour: Which Is The Better Investment Choice?

Nike has a broad economic moat due to its strong brand image as well as its endorsements with the most valuable sports teams and athletes in the world. However, Nike currently has a higher P/E Ratio (28.26) in compairson to Under Armour. With a P/E Ratio of 10.49, Under  Armour stands out due to its attractive valuation; however, the risk of investing in the company is significantly higher, which I will demonstrate in this analysis. READ MORE

AB InBev Vs. Heineken: Which Brewery Is Currently More Attractive?

AB InBev’s lower operating costs, its premium price strategy, as well as having a global and well diversified product portfolio all contribute to building strong competitive advantages over its competitors. In its product portfolio, Heineken has over 300 different brands in more than 190 countries. In this analysis, I will tell you which of the two companies I believe is more attractive in terms of risk and reward. READ MORE

Coca-Cola Vs. PepsiCo: Which Is Currently The More Attractive Stock?

Coca-Cola and PepsiCo are among the most valuable brands in the world. Both companies have a broad and worldwide distribution network. In these times of high inflation, companies with strong brand values, such as Coca-Cola and PepsiCo, benefit from having strong pricing power. In this analysis, I will show you which of the two companies is currently more attractive in terms of risk and reward.  READ MORE

Itaú Unibanco: Market Leader With Growth Potential

Itaú Unibanco is a Brazilian full-service bank with 97 years of history. Operating through more than 4,100 physical branches, the company has a presence in 18 different countries worldwide (focusing mainly on Latin America). In my opinion, the Itaú Unibanco stock is a buy. Itaú Unibanco has a very strong market position in Brazil and is increasingly focusing on the digital sector, which promises growth prospects. READ MORE

Volkswagen Or Tesla: Which Stock Is Currently More Attractive?

Currently, Volkswagen has a very attractive valuation and the company is investing heavily in the E-Mobility sector. The P/E (FWD) Ratio of the German car manufacturer is only 3 while Tesla has a P/E (FWD) Ratio of almost 70. In this analysis, I will show why I rate Volkswagen as a buy and Tesla as a hold. READ MORE

Under Armour: High Free Cash Flow Yield And Attractive Valuation

Under Armour was prophesied to have a bright future being dubbed the next Nike; today, the future of Under Armour is uncertain. In my opinion, the risk of investing in Under Armour is much higher than to invest in its competitors Nike or Adidas. I will explain why I consider the Under Armour stock to currently be a buy, but also why I would underweight the Under Armour stock in an investment portfolio. READ MORE

FedEx: Still A Buy Despite 14% Share Jump

Despite the fact that FedEx shares jumped about 14% on June 14, the company remains an appealing investment for long-term investors. The company has strong competitive advantages: its brand image, its wide global network as well as having cost advantages over smaller competitors due to its enormous size. READ MORE

Apple: Highly Attractive According To The HQC Scorecard And A Buy

Apple’s brand image, its established ecosystem and the brand loyalty of its customers contribute to the company’s strong competitive advantages. According to my DCF Model, Apple is currently undervalued with an upside of 23.8%. The HQC Scorecard shows that Apple is rated as very attractive in the categories of Economic Moat, Profitability, Innovation and Expected Return. READ MORE

Walmart: Wide Economic Moat, But Current Valuation Is Not Attractive

Walmart’s strong brand image as well as its ability to offer its customers lower prices than many of its competitors, provide Walmart with a wide economic moat.  However, I rate Walmart as a hold: Although the company has strong competitive advantages, its current valuation and low growth rates are not attractive enough for a buy rating. READ MORE 

PepsiCo: An Attractive Buy To Hedge Against Inflation And Reduce Portfolio Volatility

PepsiCo’s strong brand image as well as its broad product portfolio (including 23 different brands that each generate more than $1 billion in revenue) and the company’s broad distribution network, provide the company with strong competitve advantages. Several characteristics make PepsiCo an attractive buy for dividend income investors as well as for investors seeking to reduce the volatility of their portfolio. READ MORE

Why The Visa Stock Should Be Part Of Your Investment Portfolio For Retirement

Visa has a compound annual growth rate of 17.91% over the last 5 years as well as a low payout ratio of just 21.54%. These characteristics in combination with the company’s strong brand image and its high profit margins, make the company an attractive buy, especially for dividend income investors looking for dividend growth stocks, but also for investors aiming to invest for their retirement. READ MORE

Contribution Of The Jordan Brand To My Buy Rating On The Nike Stock

Back in 1984, Nike signed Michael Jordan, who has contributed enormously to the company’s growth. According to my valuation model, Nike is currently undervalued. Due to Nike’s strong brand image, Nike’s endorsements with some of the best athletes in the world, the contribution of the Jordan Brand to Nike’s growth as well as the company’s overall growth perspectives, I rate Nike as a buy. READ MORE

The Axa Stock Is an Attractive Buy for a High-Inflation Environment

I consider the French multinational insurance company Axa to be an attractive investment in times of high inflation. Due to Axa’s stable business model, its solid balance sheet as well as its strong brand image and the company’s diversified product portfolio, I rate the company as a buy. READ MORE

Kellogg: A Stock to Reduce the Volatility of Your Investment Portfolio

Kellogg is engaged in the manufacturing and in the marketing of snacks and convenience foods. The company’s high dividend yield of 3.43% in combination with its low dividend payout ratio of 55.40% as well as its beta of 0.57, make the company an attractive stock for investors who aim to reduce the volatility of their investment portfolio. READ MORE

XP: Strong Growth Potential via New Business Area Credit Cards

XP was founded in 2001 as a company of independent investment agents. Today, XP ist he largest independent investment broker in Brazil, and the company is providing for its customers a complete investment ecosystem. XP increased its revenue by 47% in 2021 in comparison to 2020. READ MORE