Dear Copiers and Followers @Sashok281,
Updating On Daily Portfolio Status Today, The 11th November!
Strategy:
• Investing Long-Term Only In Champion Shares
• Share Must Be Listed In The Market For Min. 10 Years
• Share Must Made On Average Min. 10% p.a. In The Last 10 Years
• Holding Period From View Days To Several Month
• Leverage X1 – No Fees!
• Trading A Max. Of 20 Quality Shares
Whats going on with AB Inbev ?
First Of All $BUD #AB Inbev Is A Quality Champion Share and the world’s largest brewer. In Germany, for example, through the brands Beck’s, Hasseröder and Löwenbräu. In The Last 10 Years The Champion Made Over 9% On Average Per Year With A Low Profit Constancy, A Higher Draw Down Ratio And With A Dividend Yield Of Currently 2,15%.
What Pains Our Quality Share ?
-Cut Off Its Earnings Forecast After A Weak 3rd. Quarter
-Third Quarter Were Not As Strong As In The First Half Of The Year.
-Trade War China / US Could Continue To Risk Weaker Sales.
-Only Expecting A Moderate Increase In (Ebitda).
-Management Say Headwinds Continue In The Rest Of The Year
-Strong Dollar, Weak Global Economics, Hard Competition,
-Increasing Raw Material Costs Hit Hard
-local breweries high diversification
On The Other Hand Strong:
-Continues To Expect Strong Sales Growth.
-Focus On Premium Beers and Products
-More Healthy Products And New Flavors
-500 Brands to due takeovers
Current Outlook:
-The value is around 10% behind the GD200
-Possible further Down Move
-General Analysts Opinion Is Negative
-No Rebuys As It Fall Below Our 10% Rule
-However We Expect A Long-Term Growth
For All Of Our Shares It Is Only A Question Of Time When Our Take Profit Levels Will Be Reached, Based On Our Investment Target For A Long-Term Asset Building With Quality Shares!
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