Recommended Stocks
Cencora (WKN: A0MW32)
Cencora is a leading provider of logistics and services for the pharmaceutical industry. It is a defensive investment with strong growth in the healthcare sector and a long history of dividend increases.
Fiverr (WKN: A2PLX6)
Fiverr is a freelancer platform growing in the high single digits and approaching GAAP profitability. The stock is considered attractive due to its good price-to-cash-flow ratio.
AbbVie (WKN: A1J84E)
AbbVie stands out with a strong portfolio of medications and a consistent dividend policy. The stock provides stability in uncertain times.
Polaris (PII)
Polaris is one of the most undervalued stocks, trading 45% below fair value. The company benefits from its operational excellence and acquisition strategy.
Nike (NKE)
Nike is the market leader in the sports apparel sector and is trading at a 43% discount to fair value. The company focuses on new products and marketing strategies.
Pfizer (PFE)
Pfizer is a leading pharmaceutical manufacturer, trading at a 40% discount to fair value. The company has a strong portfolio and continues to grow.
Taiwan Semiconductor Manufacturing (TSM)
TSMC is an important semiconductor manufacturer and offers a solid investment opportunity in the technology sector.
NXP Semiconductors (NXPI)
NXP is a leading provider of semiconductors for the automotive market and is trading below its fair value.
Campbell (CPB)
Campbell is a producer of packaged foods and offers a stable investment opportunity.
Alphabet (GOOGL, GOOG)
Alphabet is a leading technology company and provides a variety of investment opportunities through its diversified business segments.
QIAGEN
QIAGEN was rated by Deutsche Bank Research with a target price of 47 euros and recommended as “Buy.”
Novo Nordisk
Novo Nordisk was also recommended by Deutsche Bank Research, although its target price was lowered.
Apple
Apple was maintained by JPMorgan with a target price of 270 US dollars and rated as “Overweight.”
Infineon
Infineon was maintained after an acquisition with a target price of 42 euros and recommended as “Buy.”
Renault
Renault was maintained by JPMorgan with a target price of 64 euros and rated as “Overweight.”
Trane Technologies, Deutsche Börse & Euronext
These stocks have been highlighted in the BX model portfolio as attractive investments.
Important Considerations
- Undervaluation: Many of the recommended stocks are trading below their fair value, making them attractive to investors.
- Growth Potential: Companies like Fiverr and Cencora offer strong growth potential in their respective industries.