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Opinions David Driscoll
Lagercrantz Group AB LAGRBPAST TOP PICKApr 17, 2026
David DriscollOwned
N/A
Stock price when the opinion was issued
conglomerate
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PAST TOP PICK
(A Top Pick Mar 25/25, Down 13%)
Bought a half position last spring, stock's come down, so now ready to allocate the other half. Great time to dollar-cost-average. You want exposure to AI, chips, infrastructure, utilities, and financials. Swedish economy is doing well, with growth of 2.6% expected.
David DriscollOwned
conglomerate
TOP PICK
price target: SEK 248.63
Serial acquirers of various industrial companies across the board. Grew revenues at 13% in 2024 and profits 12%, beating global GDP growth. Trades at 40x PE, slightly high but worth it. The dividend yield of 0.85% grows around 15% annually. Shares are up 8% this year.
David DriscollOwned
conglomerate
AI can't touch its products. Good at acquiring mom-and-pop companies.