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Stockchase Opinions

Darren SissonsNestle SANESN-SIXPAST TOP PICKOct 07, 2025

(A Top Pick Oct 07/24, Down 7%)

Bit of a turnaround story at the moment. Cheap, low-beta ballast for your portfolio. Pays in Swiss francs, which is a rising structural growth currency.

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COMMENT

It reports in Swiss Francs. It has created its own challenges and in the past took a lot of money out of the business through net working capital. It is quite cheap and good for the long term but there are better opportunities for shorter term buys.

BUY

They sell ubiquitous goods, not luxury, but lower-priced. Pays under a 4% dividend and likely give you less volatility than the market. Is steady and  good to own.

TOP PICK

It is at rock bottom valuation and has replaced the CFO. It has a very large capitalization and provides many products.