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The Value Investor

 
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  • Johnson & Johnson - Appealing Amidst Continued Growth And Fair Valuation [View article]
    That is quite significant indeed, but I tried to provide an overall picture given the huge size and diversity of the company's operations, trying not to focus on particular drugs too much. But you are right, this is a real concern.
    Oct 14, 2014. 03:42 PM | 1 Like Like |Link to Comment
  • Vivint Solar - Excessive Risks In This Solar Offering [View article]
    Interesting point/ trade suggestion I guess.
    Oct 14, 2014. 02:30 PM | Likes Like |Link to Comment
  • No Desire To Grab Some HubSpot [View article]
    A good place to starts would be the revenue multiple, the gross margins versus more established competitors, and growth and compare all of this compared to the valuation of the business.
    Oct 14, 2014. 02:29 PM | Likes Like |Link to Comment
  • Knowles: Warning Creates Renewed Disappointment Among Investors [View article]
    Great info, thanks for sharing!
    Oct 14, 2014. 01:05 AM | Likes Like |Link to Comment
  • RPM International - Great Long-Term Business And Investment, Just Not At Current Levels [View article]
    You are very welcome. Good luck.
    Oct 12, 2014. 02:34 AM | Likes Like |Link to Comment
  • RPM International - Great Long-Term Business And Investment, Just Not At Current Levels [View article]
    Well of course that is a good achievement, I am just trying to indicate that ¨through-the-cycle¨ average margins might be much lower.
    Oct 11, 2014. 06:31 AM | Likes Like |Link to Comment
  • Vivint Solar - Excessive Risks In This Solar Offering [View article]
    Very difficult to say as the business model ( read revenue potential and margin potential) still has to prove itself.
    Oct 7, 2014. 12:16 PM | Likes Like |Link to Comment
  • Synaptics: Great Acquisition, Great Operational Momentum, But Await A More Attractive Entry Point [View article]
    I noticed the decline as well, trying to make up my mind around it now.
    Oct 7, 2014. 01:32 AM | Likes Like |Link to Comment
  • McCormick - Solid Returns, Great Company, Little Appeal [View article]
    That's a fair point. Many food majors struggling now and McCormick would provide a revenue/growth fix for many.
    Oct 5, 2014. 07:13 AM | Likes Like |Link to Comment
  • Knight Transportation - Great Deal, Appeal Is Limited Following Strong Momentum [View article]
    Good point. The Transportation index typically is a leading indicator indeed for times to come.
    Oct 5, 2014. 02:34 AM | Likes Like |Link to Comment
  • AZZ - Great Business, Appeal On Dips [View article]
    since 1996. What a great investment!
    Oct 3, 2014. 02:49 PM | Likes Like |Link to Comment
  • AZZ - Great Business, Appeal On Dips [View article]
    Thanks for the insight. Good luck on the position.
    Oct 3, 2014. 02:49 PM | Likes Like |Link to Comment
  • Knight Transportation - Great Deal, Appeal Is Limited Following Strong Momentum [View article]
    I am trying, unfo I find more overvalued compared to undervalued stocks.

    The wider car sector and some parts of the energy space are starting to look more attractive.
    Oct 3, 2014. 12:19 AM | 1 Like Like |Link to Comment
  • Knight Transportation - Great Deal, Appeal Is Limited Following Strong Momentum [View article]
    Thank you very much
    Oct 3, 2014. 12:18 AM | 1 Like Like |Link to Comment
  • Panera Bread - Stay Disciplined As Investors And Analysts Are Turning Bullish [View article]
    Probably higher.

    Discipline is easier for me. There are literally 5,000 stocks orso to chose from and always 50 names interesting in my eyes. So I am not at all tied to any idea/company and simply move to the next.
    Oct 3, 2014. 12:16 AM | Likes Like |Link to Comment
COMMENTS STATS
1,587 Comments
398 Likes