The analyst suggests J.M. Smucker is a good buying opportunity due to its current undervaluation, trading at a P/E ratio of 11 compared to over 20 in 2015. The company is undergoing a successful restructuring, divesting unprofitable brands and acquiring Hostess Brands, which is expected to drive future growth. Despite the transformation, the dividend remains covered by free cash flow, and the dividend yield is near an all-time high at 3.7%.
“Wir haben jetzt also eine gute Einstiegsgelegenheit tatsächlich wenn es dazu kommt wie die Analysten das erwarten.”