Welche Investments sogar Apple schlagen könnten! • news • onvista

Warren Buffett is willing to make his largest investments in companies Apple (WKN: 865985) and Bank of America (WKN: 858388). Both of these titles make up a large part of the investment portfolios Berkshire Hathaway (WKN: A0YJQ2) in the display is a very poor display.

Focusing now on the brand name on the new investments can achieve the potential while stock price execution at a certain point in time. Konkret gemeint sind Heico Corporation (WKN: 889997) and Ultimate beauty (WKN: A0M240).

A direct from Apple and the new positioning may appear on the first Blick, but it is parallel: both new entities are due to a strong market position, stable cash flows and high capital returns at Apple.

Das Entscheidende: Both Newcomers are confused, while stabilizing the market and delivering their profitable Wachstumskurses long-lasting high display results. Schauen said Warren Buffett would follow his strategy and could follow his strategy.

Heico Corporation: A quieter champion of the air industry

The Heico Corporation is an aerospace company engaged in the recovery and sales of the aviation industry specializing in sows. If Heico was an interesting power, it is the new strategy of the Unternehmens: the conzentriert itself with high-margin, special ersatzteile and Dienstleistungen, which for the Betrieb of Flugzeugen is unseen.

The transmitter and the alternative Flugzeugflotten hat Heico are being looked at as a result. It is not the case that the Geschäft is equipped with military and military forces, that a more political Bedeutung has been won in the young German Zeit.

The young Quartalszahlen matured final rounds, that is why Weichen auf Wachstum has been set. Der Quartalsumsatz amounts to 37% on 992 million. US dollar. The Betriebsergebnis remains in sweat a quarter of 45% on 217 Mio. US dollar.

The Heico share story was based on my search for all megatrends. While independence fundamentals played an important role in production and profits, Heico’s strong post-production and service fragments were the best.

If the organic guard system comes from the internal structure, it is part of the guard strategy sind. From 1990 onwards, the switch was made so that 15% was exported for the year.

Warren Buffett was guided by Heico’s strong cash generation and the strong market position that was lost. High free cash flows, which, as a rule, lie over the years, speak of the internal economy with the tatsache, that is, with a higher return on capital.

We will consider the industry with a higher market barrier and better market functioning as one of the market leaders. Ebenfalls wichtig: The high quality of care for stable Umsätze and Gain. The KGV von 62 (Standing 18.9.24, Morningstar) does not rate Buffett very highly for this law.

Ulta Beauty: Shiny Looks in the Cosmetic Industry

Buffett’s Zweiter Neuzugang is Ulta Beauty, an American manufacturer of cosmetic products. The Beauty Kette offers a wide range of beauty products. Van Drogerie bis Luxus has a knitting arts spectrum so you can view everything. The fact that it was a private label put the non-classic handler out of power. The Net Margin War will be quite heated. Here, higher free cash flows with a higher capital return were achieved.

The legacy of Ulta Beauty is based on the combination of strong online sales, physical purchases and continued maintenance of beauty products. Trotz a heart of a market that looks at the market further is grim.

If the turning point is at a high level of 9.8% for a year, you get a strong yield of 5.7%. Once the young Quartals are no longer able to work, negotiations with one of the American citizens will take a long time.

Buffett’s idea for Ulta Beauty could apply to the generalist’s strong position in the market. I am proud of my heart and hope that the markets will be safe and happy for a long time. The diversification of the product portfolios and the solid Bilanz machen Ulta Beauty can go a few times with long-lasting possibilities.

Schönheit sold when you are in the Krisenzeiten – if we have Buffett, it is worth trading in the Einzelhandel. The information KGV from 17 (Standing: 18.9.24, Morningstar) shows the views of the fundamental Wachstumschancen keineswegs hoch.

Fazit: Heico and Ulta Beauty as strong Depotbeimischung?

Once Apple and Bank of America find the Berkshire Hathaway component, it’s a fact that Heico and Ulta Beauty have the potential to write some of them. Both companies are active in developing industries and developing knowledge about cash flow and capital return.

The combination of quality, stability and management power is one of the most likely candidates for long-term high returns – perhaps comparable to the legacy of Apple and Bank of America in Buffett’s Portfolio.

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Frank Seehawer alongside Aktien von Apple, Berkshire Hathaway and Ulta Beauty. Aktienwelt360 empfiehlt Aktien von Apple, Berkshire Hathaway und Ulta Beauty.

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