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Adib Motiwala  Adib Motiw

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  • Considering $GYMB, $CRI and $PLCE appear cheap and value stocks »

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  • Dr. Paul Price 2016-06-09 05:13
    I have a full article on MKL that was published on Real Money Pro  (subscription -only) this week. If you send me your e-mail address I will send you a copy.

    Paul
  • rgarga 2012-08-29 14:45
    Adib

    I am thinking of starting a small fund as well. Would like to talk to you and share ideas. Could you call me at 7066760284 or I can call you if you give me your number?

    Bye.
    Rahul
  • John Emerson 2011-11-01 01:03
    [email protected],  I cant seem to get the message to load.  Please excuse the redundancy if you are gettig the message.
  • davidchulak 2011-06-26 05:34
    Adib Motiwala: Hi David,

    thanks for your reply. Is it possible to get your email. this is a bit cumbersome.

    mine is [email protected]
    Sure Adib.  Just discovered we aren't that far from each other.  I live in Arlington, TX


    [email protected]
  • davidchulak 2011-06-03 12:17
    Adib Motiwala : Hi David, Does the other P/E method make sense even if the company has a 'E', but recent profit margins are peakish....? Sorry for not answering sooner.  My computer had the "blue screen of death" and I was out of touch for a few days. I tried to be very cautious in my explanation.  I like using 3 yield numbers (see below) because of the possible differences that may show up..  What is interesting is that there are several " ...

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All Adib Motiwala's Activities

  • Adib Motiwala commented on Dr. Paul Price's article 6 hr ago
    Theory Versus Reality
    The June 27 issue of Barron’s has done it again. With thousands of fund managers to pick from, columnist Leslie Norton chose to spotlight Bruce...
    View all 1 comment
    Adib Motiwala 06-27 01:43
    • love these articles 
  • Adib Motiwala commented on Dr. Paul Price's article 7 hr ago
    Brexit Bargains Beckon the Brave
    AMG: Cheap is better than dear Publicly traded independent research outfit Morningstar (MORN) uses a valuation-based stock ranking system which runs...
    View all 2 comments
    Adib Motiwala 06-27 01:06
    •   Dr Price,

      thanks for another interesting article (as usual).

      I hope you dont mind my questions after each of your articles.

      1) Did the trigger for this company (AMG) come because you saw it in the M* 5 star list or you had it on your watchlist as well ? 

      2) When i see 2016 EPS estimate v/s 2015, EPS is estimated to decline. That maybe part of the reason from the steep decline from the $230 highs of 2015 to current levels (along with headwinds to asset managers and fears of market drop). Why would you expect the P/E to increase from 15 odd to 20 given EPS decline? (Just betting on market randomness, change in perception, decline in macro fears? )

      3) Where did you arrive at the 20 P/E from ? Did you use The VL average P/E for 2019-2011? Or did you discount the avergae P/E of last 6 years by some...

      I looked at some other asset managers such as BEN and IVZ and similar arguments ccould  possibly be made for them.

      Look forward to your thoughts.

      Did you consider BWA on these similar lines?

      Adib

       

       
  • Adib Motiwala commented on Dr. Paul Price's article 06-25 22:50
    Let Your 'Fear of Heights' Protect You
    Fear of heights is often considered a psychological abnormality. In the investment world, however, it can be a downright lifesaver. Stock...
    View all 4 comments
    Adib Motiwala 06-25 23:50
    • I also have the online service via a public library. It has full reports on many companies. but it did not have one for this company.
  • Adib Motiwala commented on Dr. Paul Price's article 06-22 23:26
    Let Your 'Fear of Heights' Protect You
    Fear of heights is often considered a psychological abnormality. In the investment world, however, it can be a downright lifesaver. Stock...
    View all 2 comments
    Adib Motiwala 06-23 00:26
    • Also, I have access to M* from the library. However, in my version there is no analyst report. The one that you refer to in your article, where are you getting that from? 
  • Adib Motiwala commented on Dr. Paul Price's article 06-22 23:15
    Let Your 'Fear of Heights' Protect You
    Fear of heights is often considered a psychological abnormality. In the investment world, however, it can be a downright lifesaver. Stock...
    View all 1 comment
    Adib Motiwala 06-23 00:15
    • thanks for another article Dr Price. Even the 2014 lows seemed pricey at $65 (greater than 20x)....

      Looked at CVS yesterday. That would possibly be material for a positive article from you. 10 year average P/E is 15.5x using VL. 2016 EPS expected $5.85 so at the current price of $94 , CVS is trading at close to average historical P/E. So, not a discount to the average P/E. However, EPS is expected to grow 12% CAGR to hit EPS of $8.75 by 2021. VL expects 11-17% CAGR return. 

      Thoughts?
  • Adib Motiwala commented on Dr. Paul Price's article 06-19 23:34
    Don’t Buy a 'Valuation High'
    Imagine you just had the best week ever. You got that promotion you’d been hoping for, along with a big raise. Your significant other said...
    View all 7 comments
    Adib Motiwala 06-20 00:33
    • Another one Dr Price.

      HD. Looked at the VL. It has been 20x P/E + for a few years now. However, the company has deliverted EPS growth and stock has climbed. Just coz it was at 20x in 2013 did not mean it would correct. It does seem to be trading about the VL estimated cash flow line. Any comments on this one would be useful to understand how you to relate to this?

      thanks 
  • Adib Motiwala commented on Dr. Paul Price's article 06-19 14:18
    Don’t Buy a 'Valuation High'
    Imagine you just had the best week ever. You got that promotion you’d been hoping for, along with a big raise. Your significant other said...
    View all 6 comments
    Adib Motiwala 06-19 15:18
    • thanks Paul.
  • Adib Motiwala commented on Dr. Paul Price's article 06-19 13:46
    Don’t Buy a 'Valuation High'
    Imagine you just had the best week ever. You got that promotion you’d been hoping for, along with a big raise. Your significant other said...
    View all 4 comments
    Adib Motiwala 06-19 14:46
    • Dr Price,

      You focus on historical P/E ranges in your stock entry and exit points. Could you comment on some of these biotechs such as Biogen, AMGN, GILD that are the lower range of historical P/Es, low absolute P/Es as well. GILD may have hit a near term high in EPS till it discovers a new drug.

      thanks
  • Adib Motiwala created a new poll 08-15 17:35
    Favorite investing website
    GuruFocus
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  • Adib Motiwala wrote a new blog 08-15 13:57
    3 Value Ideas from thevalueguys.com
    3 Value Ideas from thevalueguys.com Val at TheValueGuys.com podcasts a show every week where he picks three companies from the
    Comment
  • Adib Motiwala uploaded a new picture 08-15 13:57
    Comment
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