Comments
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EFI like Chad a lot, but I think a couple of very good comments here have hit the nail on the head. Also at this stage in the cycle, I'd be nervous about a low growth / high PE stock. Sorry Chad, I like you, but not your pick this time my friend.
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AHwell the value of a Company can not be 100% seen in the todays ballance sheet, you Need to know the Business and how that develops… that is his call!
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HJCall me in two years or so and then let’s talk about this trade. It’s been a looser for a while. It’s a very long bet!
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NILOL. Value? The only thing growing at PEP is debt. 5 year sales growth = -0.6% (in an environment where even the phony BLS data shows positive inflation, PEP didn't even grow that much). 5 year debt growth = 38%. Tangible book value = -$12.40. The "value" of PEP might grow all the way to $0 in a decade if they stopped the debt binge and central banks continued to suppress rates.
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PSClassic 2018 stock 20 times PE, revenue lower than 5 years ago, debt 50% higher...
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FGreat job by Justine,however she exposed a poor valuation argument/no argument by the presenter. Sad