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King Lodos
Posted: 24 March 2018 21:19:08(UTC)
#64

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The difference is, Facebook is the most profitable company in the world, with no debt at all.

BT has virtually no growth, and an Altman Z-score of 1 – which means bankruptcy is likely within the next 2 years.

BT's a real junk bond of a stock .. High dividend; weak business .. Long-term, you can't do well with businesses like that.
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Tom Mozy on 24/03/2018(UTC)
Dian
Posted: 25 March 2018 04:11:54(UTC)
#65

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When compare with Line, FB has competitive advantage and value but it isn’t attractive after rapid rise of its share prices during past five years. Those who bought FB in 2013 have realized multibagger profits.


Cash Debt Net Income Free Cash Flow
Facebook $41.7 billion $0 $15.9 billion $17.4 billion
Line $1.3 billion $264 million $76.3 million $5.1 billion
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King Lodos
Posted: 25 March 2018 06:36:09(UTC)
#66

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But Facebook's cheaper than it used to be.

Fundamentals have outpaced the share price .. It's got a forward PE of just 22.78 now – so assuming it's not peaked, and it can shake off the recent controversy, it could be a real bargain, at half the price of similar businesses
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Dian
Posted: 25 April 2018 08:16:35(UTC)
#67

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According to the following link consumer staples stocks have underperformed the market over the past two years.

https://seekingalpha.com...nsumer-staples-time-buy

But there were individual winners and multibaggers such as A2 Milk Company Ltd(NZ),Cairo Poultry Co SAE (POUL.CA),QL Resources Bhd(Malaysia), Nestle Pakistan, Venky’s (India) Limited, SAFM,Tyson Foods and Conagra Brands so on to name few. After their stellar run, some consumer staple stocks had a correction. It seems they are ready for their next run. Consumer stocks are also having volatility and correction but some consumer staple stocks are still rising.

Could there be more opportunity in this defensive sector too?
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Sara G on 25/04/2018(UTC)
Sara G
Posted: 25 April 2018 09:08:34(UTC)
#68

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I agree, Dian. I bought ULVR recently and have been drip-feeding into Fundsmith this year. I think the emerging markets angle is particularly interesting and have opened a position in FEET (to replace FAS which had a good run but has been disappointing of late).

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Dian
Posted: 25 April 2018 09:44:06(UTC)
#69

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Sara G;61209 wrote:
I agree, Dian. I bought ULVR recently and have been drip-feeding into Fundsmith this year. I think the emerging markets angle is particularly interesting and have opened a position in FEET (to replace FAS which had a good run but has been disappointing of late).



Emerging world is one of the places where Unilever has strong sales. Their brands such as Knorr, Bango and Pot Noodle are popular in emerging world. Recently, I bought some Lipton breakfast tea because I enjoy the taste. For some reason, I have been using their products since my childhood.
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Sara G on 25/04/2018(UTC), John Miskelly on 26/04/2018(UTC)
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