Stock market tips of the week: Kla, Sandoz and more

Clear upward trend: Win with Kla, Sandoz and other stock market tips of the week

In “Switzerland at the Weekend” our money columnist François Bloch writes why Kla is on the ladder of success with semiconductors, where Sandoz leaves its major Basel competition behind and why the hunt for better mortgage offers is worth it.

Our gas station for the lowest prices in things Mortgage financing shows itself from its best side: the rate for a 7-year fixed mortgage is now from 1.28%. This offer is even crazier because a mortgage champion is entering the race with an offer of 1.92% (data as of Friday morning) for the same term. (spell conditions)

The American technology stock is back on the road to success Kla Corporation (KLAC US): +427.4% within five years, while the US benchmark index has to make do with an increase of only 108.5% over the same period. According to my quantitative tools, operating income (EBIT) will improve from $3.899 billion to $5.713 billion between 2022 and 2027 on the $107 billion title. The number one from Paradeplatz also got a taste for my long-term buy recommendation and has increased its positions by a whopping 15.7% since the last observation phase. (Buy for newbies or reload)

My seventh stock market sense turned out to be spot on: the Basel securities Sandoz (SDZ SW) started in 2024. With a performance of +40.10% since the turn of the year, the 19.03 billion franc champion shows that even the big pharmaceutical warhorses Roche and Novartis are lagging behind when it comes to investment returns. With an expected increase in operating profit (EBIT) between 2023 and 2026 from 1.488 billion to 2.386 billion francs, it is important to show the flag. (Buy for newbies or reload)

The values ​​of. mutate into a real US stock market rocket Fair Isaac (FICO US): +536.1% within five years. The $48.66 billion title operates in a very exciting business environment: analyzing the creditworthiness of individuals. 51.3% of total sales are generated through consumer credit analysis. As always, there are financial key figures for you to round things off: expected increase in operating profit (EBIT) between 2021 and 2026 from 405.4 million to 1.287 billion dollars. (Buy for newbies or reload)

Many people were surprised when I first relied on a so-called AMC (Active Management Certificate) from ZKB: the ZKB tracker certificate on the US Selection Basket (ISIN: CH0399421038) achieved an investment return of +51.89% since the beginning of the year, which cannot be topped in a global comparison. The investment manager of this miracle product is Survista Financial Advisors (Finma-regulated) from Zurich. (magic product)

This week Julius Baer will be launching the investment tip for you with a huge volume: +191% compared to the maximum volume that the industry champion can offer in the first round. Bad luck for everyone whose bankers don’t come into the office until after 9 a.m. on Monday. (Get up earlier)

Our expert François Bloch has committed not to be active in any of the titles discussed. Anyone who implements the stock market tips from this column does so at their own risk. “Switzerland at the Weekend” assumes no responsibility.

Questions from readers for the financial advisor

All questions from readers will be answered. Write an email to financial advisor François Bloch: geld@schweizamwochenende.ch.

As of today and November 1, 2024, the interest rates for fixed-rate mortgages range between 2.04% for two-year terms and 2.23% for ten-year terms. These are valid for one day, i.e. until the next morning at 9 a.m. They are then recalculated. We can offer you the Saron mortgage with a customer margin of 1.50% (plus the respective Saron interest rate). The extension must be booked by October 31, 2024 at the latest, otherwise the mortgage will automatically be converted into a variable mortgage at the current rate of 3.85%. For the extension we have to charge a processing fee of 150 francs. We thank you for your feedback.

My reader was in a state of shock after this offer. I will now try to open my channels for magic prizes here too. You will understand that I have deliberately left out the name of my reader’s offer partner. Otherwise, shockwaves could go through the whole of Switzerland after such a bold offer with tough deadlines was made to a long-standing customer. I am firmly convinced that, like all my readers, I can organize a top offer for her within two weeks, which is a matter of honor for me.

Now you have to provide all your documents relatively quickly so that we can go hunting from Monday morning. I also think it is important to ask whether you plan to live in your property for a longer period of time than seven years or whether it is more of an investment. With this information, we can create an even more perfect strategy for you to get the full benefit of the price breaker offers.

Investment tip of the week