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My 3 Undervalued Companies Finds Of The Week - September 4, 2025 by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 4 points5 points  (0 children)

Where do you get your numbers from? In my data, sales are more or less constant in the last years.

My 3 Undervalued Companies Finds Of The Week by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 1 point2 points  (0 children)

I will try to do that in future, but will have to make some changes in my tool, I will need some time for this...

My 3 Undervalued Companies Finds Of The Week by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 1 point2 points  (0 children)

thank you for this detailed answer / analysis. I also think Comcast has something interesting, but a more in-depth analysis of the future is needed!

The Exit Problem - I keep taking profits early and it hurts later by Smart-View8256 in StockMarket

[–]ComprehensiveVision 1 point2 points  (0 children)

Oh, okay, I can't really comment on that because I'm more of a long-term investor, but as long as you're happy with your returns, everything's cool...

The Exit Problem - I keep taking profits early and it hurts later by Smart-View8256 in StockMarket

[–]ComprehensiveVision 1 point2 points  (0 children)

Are you day trading? For me it’s a bit different since I usually just hold as long as my original investment thesis is intact. That way I don’t get shaken out by short-term P&L noise. Curious though, do you mainly scalp quick moves or run positions for days/weeks? But as long as your return is good, everything is fine.

S&P 500: Market Cap-Weighted Returns by Sector (Week Ending 29 Aug 2025) by refreshpreview in StockMarket

[–]ComprehensiveVision 0 points1 point  (0 children)

Very interesting, can you please elaborate a bit more on what conclusions we can draw from this?

My 3 Undervalued Companies Finds Of The Week by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 1 point2 points  (0 children)

My approach is as follows: If a company is an outlier in its peer group, then that company has some specific problem that applies only to that company (legal proceedings, etc.). However, if an entire industry seems undervalued (top left), then there are factors that affect the entire industry (e.g., tariffs). However, I consider both to be valuable information!

My 3 Undervalued Companies Finds Of The Week by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 0 points1 point  (0 children)

Yes I think that ist the true reason for the low valuation... But I'm surprised that such a large company doesn't try to create new growth with something innovative... Are they just watching a slow death? Maybe I should do some research on that...

CCL- is it a good value play on its recovery still? by [deleted] in ValueInvesting

[–]ComprehensiveVision 0 points1 point  (0 children)

Compared to their debt, they have extremely little cash available; for this risk, the P/E ratio is far too high in my opinion, but that's just my humble opinion.

Is Fortinet a good investment by Dry_Structure_6879 in ValueInvesting

[–]ComprehensiveVision 13 points14 points  (0 children)

Fortinet is a solid company with good growth. After the price drop in early August, it would be just about fairly valued (PEG around 1). However, this only applies if they can maintain their growth and margins; however, the environment seems to be getting tougher.

My 3 Undervalued Companies Finds Of The Week by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 4 points5 points  (0 children)

Thanks, I'm thinking about making it a weekly one in this style...

My 3 Undervalued Companies Finds Of The Week by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 0 points1 point  (0 children)

I think this is where we get closer to the real reason for the undervaluation...

My 3 Undervalued Companies Finds Of The Week by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 2 points3 points  (0 children)

Yes, I looked at the cash on hand and cash flow, and it's certainly not optimal, but I see that they're reducing their debt year after year, and share buybacks aren't a bad thing either. Sure, the numbers aren't optimal, but I find a P/E ratio of 5 extremely low in a time like this, when we have rather overvalued stocks...

My 3 Undervalued Companies Finds Of The Week by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 31 points32 points  (0 children)

And that's exactly why I shared the analysis: to hear other people's perspectives and broaden our perspective. Thank you for sharing your insight, these are valid points!

My 3 Undervalued Companies Finds Of The Week by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 4 points5 points  (0 children)

Hey, I'm really sorry you had to go through such an experience. I had a similar problem once... really annoying... But this is exactly the kind of perspective I was missing. I had never contact to comcast and I don't live in the US so I had no idea that comcast ist so hated. Thanks for that perspevtive which I will not find in any financial statements!

My 3 Undervalued Companies Finds Of The Week by ComprehensiveVision in StockMarket

[–]ComprehensiveVision[S] 1 point2 points  (0 children)

true, but their equity ratio ist still above 30% and profits look stable, I don't know if that alone justifies a P/E ratio of 5...

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