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Pop2458 views  2010-10-29 22:41   TagsWFC  BAC  JNJ  KFT  MFC 
I was recently asked by a family member for some investments to diversify into.  Here is a list of some of the opportunities I offered, which I believe represent decent value at this time. 
To read the full article, click here.

Comments Comments (3 )

  • superguru 2010-10-29 23:43
    "Walmart is one example whose share price has been flat while it's P/E has gone from 39 to 12.5 over that period.  Investors are growing impatient and the don't care that the underlying earnings of Walmart continue to grow.  "  - Kevin Graham

    May be 12.5 is the right P/E for WMT.
  • Kevin Graham 2010-11-01 19:42
    You can't be serious, are you?  An 8% earnings yield isn't enough on WMT?

    WMT has grown sales by 12.5% and earnings by 13.5% over the past ten years.  Perhaps that isn't enough for you to assign a higher multiple.  To each their own.  

    Thanks for the comment.
  • superguru 2010-11-05 20:07
    Multiple is assigned based on expectation of future not for past performance. May be market expecting that same growth rate will not be repeated.

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