Victor Golmer
Value for investors is the best in years
Nestle’s (OTCPK:NSRGY, OTCPK:NSRGF) share price is sitting now at the lowest level in almost six years. The share price has lost 40% from its peak in early 2022. The once
A Rare Entry Point Into Nestle Is Presented To Investors
Summary
- Nestle's share price is at a six-year low, offering a 4% dividend yield, presenting a potential entry point for value investors.
- Nestle's extensive brand portfolio, strong market presence, and robust cash generation make it a stable, defensive investment with limited downside risks.
- New CEO Laurent Freixe's experience and realistic growth targets, combined with potential efficiency improvements, could drive future growth and profitability.
- Nestle's current P/E ratio of 17x and highest dividend yield among peers make it an attractive investment compared to Unilever, Mondelez, and Pepsi.
I have an extensive 24-year career experience in analyzing and valuing companies. I started my career as a buy side then a sell side equity analyst, then I worked as a private equity analyst for several years then as a long-term corporate investor of both equity and debt. Since the start of my career until now, I have been constantly screening, analyzing and investing in stocks - more intensely since mid 2014 when I started building a significant portfolio in UK, US and European stocks. My portfolio has significantly outperformed the comparable indices of the FTSE 100 and the S&P 500, so I thought to share some of my thoughts and experiences publicly.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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