Quote:
Originally Posted by whodoyoulike
Really??
"Selling at near-ridiculous discounts to their intrinsic value" makes me wonder exactly what you are actually looking at for each of these major companies in particular and the US economy in general at the macro level in the next 5 years.
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In a word, yes. I spent all this past week buying shares of companies I have owned for many years while adding 3-4 new positions. Today I put in some more orders but because of the election in France, the market just took off from jump street, as you probably know.
In no particular order, this is what I look at when researching and buying a stock.
Price to free cash flow.
Yield on free cash flow.
Annual and longer term free cash flow
growth.
Return on
equity.
Return on
Invested Capital.
Free cash flow return on invested capital, a powerful and rarely used metric. It's dynamite.
A somewhat consistent growth in sales and to a smaller extent, earnings.
I am going to guess that you might not agree .... that's OK, of course. No one on this site agrees with me on anything and that's OK, too. I actually like that since I've been right so very often. But, yet, the critics never offer any alternative or differing commentary. Why is that? I always thought a discussion between differing points of view is good and
educational.
