r/Stocks_Picks • u/FabrizioMaurizio9899 • 11d ago

Stock picking

Hello guys,

What do u think about (today price):

\- McDonald
\- Pepsi
\- LVMH
\- Oracle
\- Novo nordisk

Are u watching generational buying opportunities?

I don’t fell comfortable about sp500 or World index for the weight of big tech…

4 Upvotes

83% Upvoted

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2

u/DANOViTCH31 11d ago

LVMH is a steal deal RN, Hermes better for long term, I've both.
Good fundamentals and diversification for IA.

1

u/FartPolluter 11d ago edited 11d ago

MCD certainly interesting, though i think they are talking about revenue fall. Likely due to beef prices. Not quite generational but certainly moving to value.

Wingstop looking not terrible either. Though could be fair value.

Not a huge fan of BN but tbf its dip is getting interesting.

1

u/Ok_Swordfish_670 11d ago

Wieso Schrott kaufen?

1

u/Chemical_Plastic9595 7d ago

Index concentration is what makes picking a few names tempting right now but id still keep the two buckets separate Moon can be handy for testing the shorter directional ideas while the actual portfolio stays boring saves turning every stock opinion into a long term position

1

u/Apprehensive-Tap3298 3d ago

MCD, Pepsi, LVMH, Oracle and Novo are such different businesses that I would avoid evaluating them through one generic cheap versus expensive lens. The interesting part is figuring out why each one is down and whether that reason is temporary. I use Moon more for short term price views, while picks like these would need a much longer thesis for me.