Chuck Carnevale (FastGraphs)

Análisis de NetApp (NTAP)

Price (05/05/2020): 40.65$
Yield: 4.72%
Dividend Streak: 7 years
DGR (1 yr.): 46.7 — DGR (3 yr.): 33.5 — DGR (5 yr.): 22.8 — DGR (10 yr.): n/a
M* Fair Value: 43$ (3*) Moat: None
SSD Dividend Safety Score: 91

5 Likes

Análisis de Lowe´s Companies (LOW)

Price (05/05/2020): 107.35$
Yield: 2.05%
Dividend Streak: 57 years
DGR (1 yr.): 15.7 — DGR (3 yrs.): 17.8 — DGR (5 yrs.): 20.2 — DGR (10 yrs.): 19.4
M* Fair Value: 102$ (3*) Moat: Wide
SSD Dividend Safety Score: 93

3 Likes

Análisis de Bristol-Myers Squibb (BMY)

Price (08/05/2020): 61.04$
Yield: 2.95%
Dividend Streak: 11
DGR (1 yr.): 9.8 — DGR (3 yr.): 2.6 — DGR (5 yr.): 2.5 — DGR (10 yr.): 2.8
M* Fair Value: 64$ (3*) Moat: Wide Stewardship: Standard
SSD Dividend Safety Score: 79

3 Likes

A comprar aerolíneas, cruceros, casinos, centros comerciales, hoteles y restaurantes… valientes!!!

*What we have today is clearly a market of stocks and not a stock market. Furthermore, it is also a stock picker’s market. There is a lot of value to be found, however, as previously stated, this is a different kind of value. The best kind of value is when fundamentals remain strong, and only price falls. In this case, perhaps the most opportunistic value will be found where both price and fundamentals have fallen in tandem. *

Consequently, most of today’s value represents turnaround situations. This is especially tricky considering that I never witnessed anything like it before. Live and learn. Caveat emptor.

2 Likes

Para tener con qué, primero tendría que venderlas… :disappointed_relieved: pero es que ya las compré en febrero, regalo de S. Valentín.

Si acabo en positivo este año el resto seréis IF 5*.

Esas y los fabricantes de coches estoy mirando.

3 Likes

Análisis de Discover Financial Services (DFS)

Price (10/05/2020): 42.72$
Yield: 4.12%
Dividend Streak: 9
DGR (1 yr.): 12.0 — DGR (3 yr.): 13.1 — DGR (5 yr.): 12.8 — DGR (10 yr.): 30.2
M* Fair Value: 82$ (5*) Moat: Narrow Stewardship: Exemplary
SSD Dividend Safety Score: 45

Ojo que DFS ya recorto el dividendo en la Gran Recesion

1 Like

Análisis de 3M (MMM)

5 Likes

qué software es ése? alguien de por aquí lo usa? xD

los vídeos son muy útiles para entender la potencia de la herramienta.

alguno que tenga el servicio ¿podría dar feedback de los pros y los contras que ve?

gracias por anticipado

Análisis de Aflac (AFL), Metlife (MET), Manulife (TSE:MFC), Principal (PFG) and Prudential (PRU).

7 Likes

Análisis de FedEx y UPS

1 Like

Análisis de Oracle (ORCL)

1 Like

Análisis de UGI Corp. (UGI)

4 Likes

Análisis de OGE Energy Corp. (OGE)

1 Like

5 Leading Healthcare Stocks Surging On Pent-Up Demand

3 Likes

Consequently, I am simply suggesting that if you own these highly valued tech stocks, it might be both wise and prudent to lock in some of your profits before the fear sets in.

Apple (AAPL), Microsoft (MSFT), PayPal (PYPL), Square (SQ)

5 Likes

FAST Graphs Analyze Out Loud on these 16 Financial Stocks:

Aflac (AFL), Allstate Corp (ALL), Ameriprise Financial (AMP), Brookfield (BAM), Franklin Resources (BEN), Blackrock (BLK), Chubb (CB), Cannae Holdings (CNNE), Eaton Vance (EV) now known as Morgan Stanley (MS), Invesco Mortgage (IVR), Bank OZK (OZK), Peoples United Financial (PBCT), 360 Digitech (QFIN), T Rowe Price (TROW), Unum Group (UNM), Wells Fargo (WFC)

1 Like

Mr. Valuation también es un gran defensor de IRM

2 Likes

Cada vez que alguien habla de una empresa barata siempre la tengo en cartera :cry:

2 Likes