Subject: Re: Fallen knives compared
LULU is trading at 13 FWD PE with 3-5 year FWD EPS growth rate of 7%.
NVO is trading at 11 FWD PE with 3-5 year FWD EPS growth rate of 2%.
NVDA is trading at 22 FWD PE with 3-5 year FWD EPS growth rate of 38%.

Agree, LULU is probably the best of that group, although a lot depends on their new CEO. I do have some NVDA that I have been holding for a while, but I would not buy it today.

Alternatives to consider:

KHC is trading at 11 FWD PE with 3-5 year FWD EPS growth rate of 3.2%
PFE is trading at 9 FWD PE with 3-5 year FWD EPS growth rate of -1%
UNH is trading at 15 FWD PE with 3-5 year FWD EPS growth rate of 12%

In these cases, quality of management becomes really important.

abromber