Precisely the comparison I did couple years back and replaced my Abbott holdings with Nestle. Btw both are good companies. Curious why you are not choosing Nestle at all if willing to pay top valuations for Abbott (Nestle one of highest valued FMCG and Abbott one of highest valued Pharma albeit domestic Pharma).
I feel more than any acquisition, positive surprise lies in any blockbuster drug introduction or marketing leadership in any existing drug in portfolio replacing another leader. This is indeed a positive surprise.
But IMO feel very very hard to know, track, predict or understand the possibility of such surprises…
Would be good to know your thoughts on above and also on Why not a Nestle…
Thanks
| Subscribe To Our Free Newsletter |
