The 10 Most Recent Messages By TMFAdmiral

(Continued...)

Hi Danirogerc,

I perform a range of different methods in valuing a company but always perform a DCF. The principle drivers were revenue growth of a conservatively low 3% and improving operating margins by 2021.

Normalised 2018
(Continued...)

Hi There,

Fully understand the frustration as I'm down about the same amount as you! However, I'm not adjusting my valuation at this time as the same drivers for the longer term are in place. The quarter's revenue and EPS were
(Continued...)

Hi Starrob

Not sure how a company based in Dublin, Ireland is classified as German. Also spun off from an American company- Johnson Controls

Funny that

Best Regards
Philip

My favorite kitty LeKitKat has finally won the Feste & long overdue I say

Congrats to Jean and all the other nominees

 

Best Regards

(Continued...)

https://finance.yahoo.com/news/synchrony-acquire-loop-commer...

Best Regards
Philip

Thanks Greg,

I couldn't agree more about previous management & especially the CEO who had incentives that paid him to build new ships and rack up debt & issue equity to do so. Plus all the related party transactions for various
(Continued...)

Hi Dana,

Thanks for your kind words- it has been a privilege and a most enjoyable experience

Best Regards
Philip

Thanks Nancy

The feeling is mutual. I've been here since day 1 and without members posting it would not have half as fulfilling

We learnt a lot from you all

Best Regards
Philip

Hi Paul

As I understand it the Value team alone will be providing 2 recs per month which may be new recs or re-recs. Same for the other teams - at least small cap and dividend in Market Pass plus you get SA and RB

Best Regards
(Continued...)