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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: tecmo ⎊☼  😊 😞
Number: of 1198 
Subject: Re: ADP
Date: 07/28/26 12:30 PM
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No. of Recommendations: 9
Trading up nearly 5% today to $266, earnings are expected today at $2.59 per share up nearly 15% YoY.

That would put TTM EPS at $11.07, for an multiple of 24x

from my post earlier this year

The 5Y avg PE multiple is 27x, the 10Y is 29x. If they are capable of earning $11.00 / share this year the math seems pretty clear, with an upside in the $275-$300 range.

Starting to come into range where I might unwind this. My average buy price is $195 so this has worked out pretty well so far.

tecmo
...

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