In this short format I want to present to you companies and stocks, which are currently valued at an attractive level. Writing a deep dive takes me many hours and with this format I can introduce you to interesting ideas as of today.
I will only recommend high quality businesses and I am not interested in cheap, but mediocre companies. Always keep in mind, that the quality of the company is the first filter. If it does not possess a very good business model, I am not interested in the company, even if it is dirt cheap. With that being said, lets start!
Time
Let’s start with something non-financial. Buy yourself some time from your money and go travelling. I am currently travelling though England and I enjoy the time off a lot. Ins’t that why all are investing anyway?
So go out, take some time off and experience whats out there. The title picture is from my trip to Land’s end, the most south-western point of mainland England.
Evolution
I liked Evolution at 96€ a share. Therefore I like it even more at 85€ a share. The earnings have not been outstanding but good enough. Growth slowed down a bit and the expansion in the US lowers the margin for now. None of this is of concern however. We are looking at a great company with an EV/net income of 16.4 .
You can find my deep dive into Evolution here:
Ulta Beauty
To be fair, I still have to do more research on Ulta Beauty but on a first and second look it seems to very interesting. It’s a great performer over the last decade, with the outstanding number of shares going down continuously.
The top and bottom line grow steadily and with the reduced number of outstanding shares the earnings per share rise even faster.
Based on the current level Ulta seems to be a very attractive opportunity. As stated before, I need to dig deeper into the company.
That’s it for today. Let me know if you own any of these companies and which stocks you are looking into right now.
If you haven’t done so already, please follow me on twitter/x and reshare this post so it can reach more people.
Invest at your own risk, this is not financial advice! This is not a recommendation to buy or sell any securities discussed in the article.
41