Always treat others with respect and kindness, even if you disagree with them. Avoid making personal attacks or insulting others, and try to maintain a civil and constructive tone in your discussions.
- Manlobbi
Personal Finance Topics / Macroeconomic Trends and Risks
No. of Recommendations: 1
with all the NVDA hype>>>extremely high quality Co's with high ROIC and ROE with huge moats at less than 20x E's.....RARE
"I dunno, maybe someone else does?
But FWIW, based on simple trailing P/E (which is pretty smooth for Hershey), at $187.93 today it's 23% cheaper than the average valuation level since 2001.
It has been cheaper than this, on this simple metric, less than 1% of the time.
EPS rose 9.37%/year in the last 22.7 years. Add dividends to get the notional value generation rate.
Maybe their days of being a big success are over, but I suspect not." Mungofitch
No. of Recommendations: 0
M*:
"Returns on invested capital, including goodwill, have consistently exceeded our 7% weighted average cost of capital estimate by 3-4 times, averaging 25% the past five years. We forecast that ROICs will average a similar level over the next 10 years, supporting our stance regarding the firm's wide economic moat."
No. of Recommendations: 0
No. of Recommendations: 1
Make it more difficult, HSY or DG?
No. of Recommendations: 3
Make it more difficult, HSY or DG?
Trying to pick my current duds? I'm touched.
Picking what Mr Buffett is buying is a mug's game. But hey, you gotta play the game. Morgan Stanley?
Jim
No. of Recommendations: 0
5 years from now....what is better total return....NVDA or HSY?
I will take HSY
Bet anyone for $1
No. of Recommendations: 0
Jim,
Do you consider DG a dud? It’s up something like 20% since your call, no? I might be a bit off on that but that seems hardly a dud. Maybe below your expectations?
No. of Recommendations: 0
I will take that bet. :-)
No. of Recommendations: 9
Do you consider DG a dud? It’s up something like 20% since your call, no?
Well, no, just exaggerating. It's a dud compared to a lot of things. I think I'm still slightly underwater because I started buying earlier than my "call".
I still expect good things, but I rarely have an opinion about the short term.
Jim
