Share this page:
Stay connected:
Welcome to the Citywire Money Forums, where members share investment ideas and discuss everything to do with their money.

You'll need to log in or set up an account to start new discussions or reply to existing ones. See you inside!

Notification

Icon
Error

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

Joined: 05/01/2016(UTC)
Posts: 2,767

Thanks: 606 times
Was thanked: 4229 time(s) in 1641 post(s)
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.
1 user thanked King Lodos for this post.
Tom Mozy on 24/03/2018(UTC)
Dian
Posted: 25 March 2018 04:11:54(UTC)
#65

Joined: 09/10/2016(UTC)
Posts: 256

Thanks: 243 times
Was thanked: 104 time(s) in 74 post(s)
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
King Lodos
Posted: 25 March 2018 06:36:09(UTC)
#66

Joined: 05/01/2016(UTC)
Posts: 2,767

Thanks: 606 times
Was thanked: 4229 time(s) in 1641 post(s)
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
Dian
Posted: 25 April 2018 08:16:35(UTC)
#67

Joined: 09/10/2016(UTC)
Posts: 256

Thanks: 243 times
Was thanked: 104 time(s) in 74 post(s)
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?
1 user thanked Dian for this post.
Sara G on 25/04/2018(UTC)
Sara G
Posted: 25 April 2018 09:08:34(UTC)
#68

Joined: 07/05/2015(UTC)
Posts: 616

Thanks: 1126 times
Was thanked: 1146 time(s) in 421 post(s)
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).

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

Joined: 09/10/2016(UTC)
Posts: 256

Thanks: 243 times
Was thanked: 104 time(s) in 74 post(s)
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.
2 users thanked Dian for this post.
Sara G on 25/04/2018(UTC), John Miskelly on 26/04/2018(UTC)
4 Pages«Previous page234
+ Reply to discussion

Markets

Other markets