Scholarship table
I bought MU for its P/E multiple.
Poor choice, you should buy them for their 3 pt shooting, but sell on their defense.
Honestly, that thesis might be played out now, with defense looking undervalued at this point and higher risk of 3 point production concentration shifting the margin drivers. If something goes wrong at the M2N plant, you could see a massive top line dip without a corresponding proportional EBITDA hit you would have expected in the past due to the aforementioned defensive improvements. After the stock took a hit from herd-like selling based on narrative over the summer, it now screens well on advanced metrics and I would be a BUY at these levels.
Wow, I'm very concerned for Benny. Being able to mimic Myron Medcalf's writing so closely implies an oncoming case of dementia.
I took advantage yesterday morning of people's fundamental misunderstanding of REITs to buy some AY. People see the big negative EPS number and don't understand that is pretty much a meaningless number. Their FAD was up and they increased their dividend so I locked some up with a yield over 7%. Price bounced back 5% already. This is a replacement for my PEGI, which was bought out (too cheaply IMO).Good day for CVS, ABBV, and AY so far.
No one is interested in playing your stupid unnatural carnal knowledgeing games. Go the unnatural carnal knowledge away and don't ruin another thread.
My position in CSCO getting hammered today post-earnings. What they are saying--big slowdown in corporate spending--matches what I am seeing amongst my clients. Much longer lead times to big deals if they come through at all. Companies very cautious in their spending.
I've looked at Micron a few times over the years but never thoroughly understood their business and where they were in product cycles, so I've always avoided it. Benny, what do you see as the catalyst for driving additional growth from here?
TGT over $125 now. I bought what MU82 called a troubled company well behind the leaders at $52.38... plus a nice dividend over the years. Pretty fun rideI AM THE STOCK MARKET
Well doneHow many of you are considering pulling back and sitting on the sidelines as we approach some big events in 2020?
How many of you are considering pulling back and sitting on the sidelines as we approach some big events in 2020?
Already have been. To a fault. Thankfully some of my larger holdings (TGT, CMG) have been great, but a lot of cash on the sidelines.
Schwab buying Ameritrade is interesting to say the least.
Do you use either brokerage?As for the "cash on the sidelines" discussion ... I also have been slowly building my cash reserves. Still about 60% equities.