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Pizza or burgers? McDonald’s has a slight edge over Dominoes. At a 20 PE ratio, MCD-N has a better valuation, whereas DPZ-N still needs to grow into its PE ratio a bit more. He likes both companies with good management and good secular growth. A more conservative position is with MCD-N.
Pizza or burgers? McDonald’s has a slight edge over Dominoes. At a 20 PE ratio, MCD-N has a better valuation, whereas DPZ-N still needs to grow into its PE ratio a bit more. He likes both companies with good management and good secular growth. A more conservative position is with MCD-N.
Pizza or burgers? McDonald’s has a slight edge over Dominoes. At a 20 PE ratio, MCD-N has a better valuation, whereas DPZ-N still needs to grow into its PE ratio a bit more. He likes both companies with good management and good secular growth. A more conservative position is with MCD-N.
Pizza or burgers? McDonald’s has a slight edge over Dominoes. At a 20 PE ratio, MCD-N has a better valuation, whereas DPZ-N still needs to grow into its PE ratio a bit more. He likes both companies with good management and good secular growth. A more conservative position is with MCD-N.
This has been a real turn-around story. There was great brand recognition, then it fell under its own weight, but management changes has put them back on track. Now the issue is valuation. With a 30-32 times PE, with growth only near 20% it is looking expensive. He would favour Amazon.
This has been a real turn-around story. There was great brand recognition, then it fell under its own weight, but management changes has put them back on track. Now the issue is valuation. With a 30-32 times PE, with growth only near 20% it is looking expensive. He would favour Amazon.
It is one of their largest holdings. This is really a play on short rates. If Fed funds keep rising, then this will continue to work. The fundamentals look like they will continue to look good. The ETF is part exchange, part large cap, and interest rate sensitives trading houses. He likes it all day long.
It is one of their largest holdings. This is really a play on short rates. If Fed funds keep rising, then this will continue to work. The fundamentals look like they will continue to look good. The ETF is part exchange, part large cap, and interest rate sensitives trading houses. He likes it all day long.
He continues to like this. Regulatory reform and roll back is allowing regional banks to do more deals with BAC-N. It is trading only 1.2 times book value – good valuation. A great franchise, with a good business model. You might get a better bang for your buck with KRE-N.
He continues to like this. Regulatory reform and roll back is allowing regional banks to do more deals with BAC-N. It is trading only 1.2 times book value – good valuation. A great franchise, with a good business model. You might get a better bang for your buck with KRE-N.
It has been trading on 52 week high, has positive earning upgrades and all around good news. He pays them a fee for the proprietary use of their data. This is really a data company. The PE at the low to mid-20s is not bad with growth in the 30% range – a good ratio. Defensive in a down turn. Trade it knowing it is near the cycle top.
It has been trading on 52 week high, has positive earning upgrades and all around good news. He pays them a fee for the proprietary use of their data. This is really a data company. The PE at the low to mid-20s is not bad with growth in the 30% range – a good ratio. Defensive in a down turn. Trade it knowing it is near the cycle top.
This company is a search engine ad company, but they also have investments in the cloud and AI, where they are a leader. They have 33 quarters of over 20% growth – phenomenal. He likes the company, but says it could be subject to a pullback when the technical cycle peaks.
This company is a search engine ad company, but they also have investments in the cloud and AI, where they are a leader. They have 33 quarters of over 20% growth – phenomenal. He likes the company, but says it could be subject to a pullback when the technical cycle peaks.
