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2016-06-22

  • 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...
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    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?

2016-06-19

  • 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...
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    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

2010-08-15

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