Poised to Pop?

Featuring Chad Morganlander

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.

Published on
9 November, 2018
Topic
US Economy, Valuation
Duration
10 minutes
Asset class
Equities
Rating
36

Comments

  • EF

    Eric F.

    13 11 2018 00:20

    2       0

    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 11 2018 09:05

    0       0

    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 11 2018 02:00

    1       0

    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 11 2018 22:19

    3       0

    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 11 2018 03:20

    5       0

    Classic 2018 stock

    20 times PE, revenue lower than 5 years ago, debt 50% higher...

  • F

    Floyd .

    9 11 2018 22:44

    2       0

    Great job by Justine,however she exposed a poor valuation argument/no argument by the presenter. Sad