Alex Rasmussen I love DEO but its gotten way ahead of itself. Wrote 2 years ago i valued it at $108, it was at $73, now at $104...24x eps = time to sell
5/3/12
Reply
(3)
•!Report Abuse
View all 3 replies
Julius Ferraro: i completely agree. People now believe in "buy what you know" except they dont care for which the price they pay. You can throw KO in it to
5/3/12
•!Report Abuse
Alex Rasmussen: I can see why paying 14x-18x for these div yields/competitive advantages/international exposure makes since in this market. 20x is overkill
5/3/12
•!Report Abuse
Julius Ferraro: i won't pay more then 16x. Anything over that for a mature company is just asking for stagnant returns
