Post #211 by Blackswanny on the Falling Knives board

Investment Strategies / Falling Knives

Unthreaded | Threaded | Whole Thread (3)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 2

US tech that's not single digits but cheaper than Meta and Alphabet @ 16 earnings and well represented by Superinvestors holding and still buying recently.

Interested in your thoughts.....

Revenue is increasing but margins are declining slightly year on year, net income and EPS seem to have flatlined over the last 5 years, ROE and ROI seem to have stabilized and are increasing slightly, they are buying back shares.

Not as much of a moat as it once had, competition, losing market share, weakening margins?

3.35 EPS x 5 years @ 10% $5.4 x 20 PE $108, 12% desired return equates to $61 today. Seems fairly valued?

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (3)

Prev | Next

Announcements

Falling Knives FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.