Poised to Pop?

Published on
November 9th, 2018
Topic
Valuation, US Economy
Duration
10 minutes
Asset class
Equities

Poised to Pop?

Trade Ideas ·
Featuring Chad Morganlander

Published on: November 9th, 2018 • Duration: 10 minutes • Asset Class: Equities • Topic: Valuation, US Economy

Which iconic consumer staples stock is poised to deliver sweet returns? Chad Morganlander of Washington Crossing Advisors discusses the sector and the fundamental drivers in this interview with Justine Underhill. Filmed on November 8, 2018.

Comments

  • EF
    Eric F.
    13 November 2018 @ 00:20
    I 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.
  • AH
    Andreas H.
    11 November 2018 @ 09:05
    well 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!
  • HJ
    Harry J.
    11 November 2018 @ 02:00
    Call 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!
  • NI
    Nate I.
    10 November 2018 @ 22:19
    LOL. 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.
  • PS
    Paul S.
    10 November 2018 @ 03:20
    Classic 2018 stock 20 times PE, revenue lower than 5 years ago, debt 50% higher...
  • F
    Floyd .
    9 November 2018 @ 22:44
    Great job by Justine,however she exposed a poor valuation argument/no argument by the presenter. Sad

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