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Stocks for 2018
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.
2 users thanked King Lodos for this post.
Tom Mozy on 24/03/2018(UTC), Aminatidi on 19/05/2018(UTC)
Dian
Posted: 25 March 2018 04:11:54(UTC)
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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
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
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?
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

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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).

Dian
Posted: 25 April 2018 09:44:06(UTC)
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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.
2 users thanked Dian for this post.
Sara G on 25/04/2018(UTC), John Miskelly on 26/04/2018(UTC)
Dian
Posted: 27 April 2018 20:19:12(UTC)
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Global consumers still will have money in their pockets to spend as a result of appreciation of many assets and low raw materials prices when compare with historical high prices. Traveling is also not going to slow down anytime soon. In addition, we cannot expect rapid appreciation of commodities as a result of carry forward stock and ample supply. Therefore, I still expect more business activities in food processing, food related companies, airlines, restaurant, hotels and other service oriented firms. Going forward intelligent sector oriented stock pickers also could have some opportunity in 2018/19.

https://gulfnews.com/bus...-profit-by-57-1.2211939

Strong travel demand lifts Boeing profit by 57%

https://research.skift.c...-travel-market-outlook/

Room for Optimism: 2018 Global Travel Market Outlook

https://finance.yahoo.co...ril-2018-203908802.html

Consumer Staples Outlook - April 2018
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