Caio Reimertshofer: Walt Disney
The stock that I will watch especially in the new year 2020 is that of Walt Disney (WKN: 855686). Not only because I think the Disney brand is particularly valuable and like it, no, also because Disney knows how to wonderfully cross-sell its licenses and thus generate billions in sales.
In addition to the usual sources of sales such as theme parks and cinema films, there is now an area that could currently be undervalued. With Disney + as the streaming platform, the group wants to reach between 60 and 90 million users by 2024.
The House of Mouse already has around 20 million users (mid-December), shortly after the platform was launched! Other regions, such as Germany, will follow in 2020. It remains to be seen how the dynamic will develop here.
Caio Reimertshofer does not own any Walt Disney shares.
Robin Gey: Fresenius
2020 could be the comeback year of Fresenius (WKN: 578560). In the past three years, the German health care company has had to deal with some problems. As a result, the share came under considerable pressure, but caught up again last year.
In the meantime, the worst problems seem to have been solved. The burst Akorn– Acquisition is history and Fresenius expects organic profit growth in the high single digits again every year until 2023. With a current P / E ratio of around 14 and a dividend yield of 1.6%, Fresenius seems to me to be a very interesting value for long-term investors in the coming year.
Robin Gey owns Fresenius shares.
Stefan Naerger: Facebook
Was exactly a year ago Tesla (WKN: A1CX3T) my favorite. In my view, it was a straight hit. Thank you, Elon! For 2020, however, I have another top share in mind. Because the first year in the new decade could be for the Facebook (WKN: A1JWVX) share become the year of the decision.
But is Facebook really “cool” enough? Definitely yes! After all, Facebook not only has its own communication infrastructure, but also the WhatsApp and Instagram mega platforms. By 2030, the total package is expected to attract around 5 billion users.
With this gigantic user mass, you could make a difference. For example, the money of the users, provided that you act as a bank without further ado. The announcement to move in this direction with the specially developed cryptocurrency Libra could point to corresponding plans. Exciting!
Stefan Naerger has no shares in Facebook or Tesla.
Ralf Anders: SGL Carbon
Investors of SGL Carbon (WKN: 723530) have had a long period of suffering. Various problems had almost brought the carbon specialist to its knees. But in recent years the company has been consistently geared towards promising business areas. With its increasing system competence and progress in series production, SGL Carbon has developed into an almost indispensable partner for European industry.
Building on battery materials, fuel cell components and outstanding lightweight construction expertise, not only should growth accelerate from 2020, but better results should also be presented.
A suitable successor for the long-time boss Jürgen Köhler is currently being sought. I am convinced that the new one will find all the prerequisites to help SGL Carbon shine with the right strategy.
Ralf Anders participates in SGL Carbon’s share performance through an index certificate he manages.
Florian Hainzl: Naspers
With Naspers (WKN: 906614) you buy a tech investor who thinks of his investments instead of quarterly figures in decades. In 2019, the subsidiary went public Prosus (WKN: A2PRDK) created the best conditions for reducing the undervaluation.
Naspers had become too big for the domestic stock exchange in South Africa and so institutional investors could no longer invest in the company due to size restrictions. This problem was solved by the subsidiary listed in the Netherlands, which still holds 74%.
This alone results in a valuation discount because Naspers is trading at a 20% discount to the Prosus share. Prosus, in turn, becomes its largest stake at a discount of almost 20% Tencent (WKN: A1138D) traded. The remaining holdings such as B. on Trip.com (WKN: A2PUXF) and Delivery Hero (WKN: A2E4K4) there is a gift on top.
Florian Hainzl owns shares in Naspers. Florian Hainzl has no shares in Prosus, Tencent, Trip.com and Delivery Hero.
Frank Seehawer: Hochtief
My favorite for 2020 is with High Low (WKN: 607000) a value share. The P / E ratio is 13.9 with a dividend yield of 4.3% (as of December 19, 2019).
Interesting is the strong order backlog as of September 30, 2019 of EUR 50.5 billion (+12%) and the forecast increase in adjusted operating profit of between 22 and 30% in 2019. The construction group also has net financial assets of EUR 408 million.
Only the fact that the global economy is weakening somewhat could be the hair in the soup. However, nothing of the kind could be seen in the incoming orders. They rose 11.2% in the third quarter of 2019.
Frank Seehawer has no shares in Hochtief.
Vincent watch: Mercadolibre
When it comes to the upcoming stock market year 2020, I continue to rely on a very interesting growth story. mercadoLibre (WKN: A0MYNP) is an exciting name that unites a lot of potential, which will surely lead to some highlights operationally.
After all, the Latin American company is not only benefiting from the megatrend of e-commerce these days, but is also developing into an increasingly important payment service provider. Two huge megatrends that can speak for years and decades for further growth.
With a current market capitalization of roughly $ 30 billion, the company is rated relatively low for its two megatrends. An exciting, intact growth story, which can therefore give investors a lot of joy in the coming stock market year 2020.
Vincent Uhr owns shares in Mercadolibre.
Sven Vogel: MBB
The holding company MBB (WKN: A0ETBQ) starts into a promising year 2020. The seven holdings generate annual sales of over 660 million euros and all have excellent future prospects and the management team has 180 million euros available for further acquisitions ,
But the most important thing is sticking to the previous recipe for success: no complicated financing structures, the individual managing directors participate in the company and only to buy if you understand the basic principles of the business.
By the way, I am not the biggest fan of the stock market discipline “Top stocks for 2020”. Nobody can predict short-term price developments. And a single stock market year is without a doubt a short-term period. Therefore, the MBB share is much more my top share until 2030.
Sven owns shares in MBB.
Peter Roegner: Godewind Immobilien AG
Thanks to the ECB’s zero interest rate policy, real assets and thus real estate remain in high demand. One of the completely new players on the stock exchange is the Godewind Immobilien AG (WKN: A2G8XX). However, behind it are shareholders and managers with decades of industry experience.
Godewind’s business model involves the acquisition of commercial property with problems in prime locations. On the one hand, this enables a relatively inexpensive entry. On the other hand, the buildings acquired have considerable potential for appreciation if the problems are properly addressed.
The company would like to expand its portfolio from currently EUR 1 billion to EUR 3 billion in the medium term – that sounds like a share for long-term and patient investors. In addition, a dividend is to be paid for 2019 for the first time.
Peter Roegner has no shares in Godewind Immobilien AG. Depots managed by Peter Roegner own shares in Godewind Immobilien AG.
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Randi Zuckerberg, a former head of market development and spokeswoman for Facebook and sister to CEO Mark Zuckerberg, sits on The Motley Fool’s board of directors. The Motley Fool owns shares of and recommends shares in Facebook, MercadoLibre, Tencent Holdings, Tesla and Walt Disney. The Motley Fool recommends Fresenius, MBB, Trip.com and the following options: Long January 2021 $ 60 calls to Walt Disney and Short January 2020 $ 130 calls to Walt Disney.
Motley Fool Germany 2020
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