DANONE - NESTLE: RECOMMENDING AN IRRESITABLE SET-UP HERE.
Danone has been one of the worst performing global food stocks in the last 6 months. The stock has underperformed all of its major competitors (Nestle, Unilever, General Mills, Kellogs, etc...) since it reached a peak at Eur80/sh last summer, as it disappointed investors, and particularly so in October. The valuation gap is significant enough to justify a trade, particularly as growth should pick up in 2015-2016. INVESTORS LONG NESTLE SHOULD ALSO SWITCH INTO DANONE
FULL REPORT ATTACHED