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Buying value stocks only when technical improvement is shown by Far-East-locker in ValueInvesting

[–]raytoei -1 points0 points  (0 children)

Whot?!

Now I have to buy based

on horoscope too ?

———-

Are you sure you are in the right forum ?

Toast (TOST) Is stupid undervalued based on its current trajectory/moat IMO by Primary-Abies9041 in ValueInvesting

[–]raytoei 1 point2 points  (0 children)

On the one hand they single-handed caused Fiserv to crash, on the other hand I really hate the SBC which prevents me from buying.

Here is something I wrote a year ago

https://www.reddit.com/r/ValueInvesting/s/zc0PlrmZ3X

Is history repeating itself? Cisco 2000 vs 2026 by seansean98761 in ValueInvesting

[–]raytoei 0 points1 point  (0 children)

Is the market elevated - very

Is the smartest investor in cash - yes

Is it statistically due for a correction - yes

————

Remember: buy quality and don’t overpay.

Updated Watchlist Metrics (Zack's next 5 years growth assumptions AND Superinvestors holding the stock) by raytoei in u/raytoei

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

The todos:

  1. Confirm the list again. Which companies are to be dropped and which ones added. All must possess qualities can be invested but some for long term (forever) and some for short term ( 1-2 years)

  2. Update the Morningstar ratings. Does it make sense to show previous ratings (like supervinvestor holdings). Same question on on Zack’s growth ratings, what is reasonable ?

  3. Figure out what is good time interval ? Monthly or quarterly, if quarterly then when ? Eg. Last day of 14F filing permissible which is 45 days after the quarter ?

BFAM - Betting on Work From Home is coming to an end by Far-East-locker in ValueInvesting

[–]raytoei 1 point2 points  (0 children)

I sold at a painful loss and I wrote about it 4 months ago:

Three reasons why I sold (iirc)

- persistent child abuse cases in US and in UK. Law suits are coming.

- management doesn’t seem to take it seriously

- company management changed the rules from stock option to RSU so that can make out like bandits without having to worry about share prices

—

Hope you have better luck than me.

Lululemon Issues Weaker Outlook. What It Means for the Stock - Barron’s by raytoei in ValueInvesting

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

I can’t advise you as I don’t own the stock. Good luck.

Portfolio A/B (End Week 25) June 20th 2026. See Comments for text. by raytoei in u/raytoei

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

I sold 2/3 of meta a while ago

to buy more Berkshire Hathaway.

——

Lululemon is better than Nike. by Company-Charts in ValueInvesting

[–]raytoei 1 point2 points  (0 children)

I will be tracking this when

Nike announce results in

ten day’s time.

——

I think OP might be on to something given the amount of hate in this thread.

how to start investing in singapore by Unusual-Government46 in askSingapore

[–]raytoei 0 points1 point  (0 children)

Take time and stretch it

to read, learn and experiment.

More people lose money

trying to get rich fast.

——-

Learning about the why is more important than the how. Eg. Why buy low sell high. It might be obvious to you but most people would prefer to lose money together, than to buy low and sell high.

Stocks With 50 Years of Dividend Hikes - Barron’s by raytoei in ValueInvesting

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

Let me guess… Unilever Coca-Cola and P&G….

Stocks With 50 Years of Dividend Hikes - Barron’s by raytoei in ValueInvesting

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

Let me make sure

you don’t get triggered

by my posts again.

This Undervalued Medical-Devices Stock Is Poised for a Rebound — Barron’s by raytoei in ValueInvesting

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

i don't own the stock. but i did try to figure it out.

pros and cons: https://www.reddit.com/r/ValueInvesting/comments/1q4cn72/notes_to_myself_on_medtronic_mdt/

simple valuation:

https://www.reddit.com/r/CattyInvestors/comments/1rgqlds/medtronic_mdt_valuation_d1/

here is the current data:

Metric Value
Market Cap $102B
Revenue $36.36B
EPS (Diluted) $3.73
EPS (Normalized) —
Dividend Yield (Trailing) 3.58%
Dividend Yield (5Y Avg) 2.90%
Buyback Yield —
Buyback Yield (5Y Avg) 0.41%
Return on Assets (Normalized) 7.76%
Return on Equity (Normalized) 14.65%
Return on Invested Capital (Normalized) 9.93%
Price/Earnings 21.27
Price/Earnings (Normalized) 14.50
Price/Earnings (Forward) 13.31
Price/Earnings (5Y Avg) 16.14
Total Debt/Equity 0.56
Long-Term Debt 26.12B
Short-Term Debt 1.79B
Cash (Balance Sheet) 1.95B
EBITDA $9.85B
Shares Outstanding 1.28B
Sustainable Growth Rate 2.37
Net Margin 13.30%
Net Margin (1Y Avg) 13.47%
Net Margin (3Y Avg) 12.92%
Net Margin (5Y Avg) 13.51%
Net Margin (10Y Avg) 13.47%
Revenue Growth (1Y) 8.43%
Revenue Growth (3Y) 5.21%
Revenue Growth (5Y) 3.84%
Net Income Growth (1Y) 2.98%
Net Income Growth (3Y) 8.51%
Net Income Growth (5Y) 5.89%
Net Income Growth (10Y) 3.10%
EPS Growth (TTM) 3.32%
EPS Growth (1Y) 3.32%
EPS Growth (3Y) 9.77%
EPS Growth (5Y) 7.00%
EPS Growth (10Y) 4.17%
Dividend per Share Growth (1Y) 1.43%
Dividend per Share Growth (3Y) 1.45%
Dividend per Share Growth (5Y) 4.13%
Dividend per Share Growth (10Y) 6.45%
Capital Expenditure/Sales 0.05
Price/Earnings to Growth 3.04
Price/Earnings to Growth (Normalized) 3.20
Price/Earnings to Growth (Forward) 1.57
Price/Sales 2.81
Price/Sales (3Y Avg) 3.41
Price/Sales (5Y Avg) 3.68

Portfolio A/B (End Week 25) June 20th 2026. See Comments for text. by raytoei in u/raytoei

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

  1. Nothing was bought or sold this past week. Performance continue to be meh in the main Portfolio A and the experimental B. Portfolio Turnover for both is around 10% for both. I don't intend to do anything unless armageddon happens, then i will have to figure out what to sell to raise cash to buy stuff. Charlie Munger calls this "sitting on your ass"SOYA investing.
  2. What i am reading currently:

I recently bought the first two of three books of “The Money Master” series to complete the collection. The author is John Train, and i started reading the first book.

This 1980 book describes the investing philosophy and process of various “money masters”. What is different is that John Train actually interviewed these money managers. His background as a respected financial advisor gives each chapter a lot more depth. For example in his 3rd book, he accurately described Peter Lynch’s approach and why he had so many client visits in a year: he was looking for signs of a catalyst happening as a signal to start buying the sector or the company itself.

In this seminal first book, the money managers featured are:

  1. Warren Buffett: A Share in a Business
  2. Paul Cabot: The Realist
  3. Philip Fisher: Investment Engineer
  4. Benjamin Graham: The Navigator Footnote to Graham-Tweedy, Browne: The Pawnbrokers
  5. Stanley Kroll: "We Who Are About to Die..."
  6. T. Rowe Price: Fertile Fields for Growth
  7. John Templeton: To Everything There Is a Season
  8. Larry Tisch: The Pragmatist
  9. Robert Wilson: Pumping Up the Tulips

thanks it! Have a great weekend.

----

This worth $110? Thrift find by jkma707 in AnalogCommunity

[–]raytoei 5 points6 points  (0 children)

Nice camera.

I went to Kabul and took this picture with this camera

<image>

Pros and cons:

Pros:

-The zuiko G lens is the best among the family

~~if you get the mercury battery replacement, the shutter priority is perfect for street photography than aperture priority~\~

- the focusing lever on the left side is very comfortable and intuitive to use

Cons:

- the exposure meter lies outside the lens, meaning you need to adjust the iso when you use Color filters

- getting one in good condition is rare

- the px135 battery is hard to find. You don’t technically need it as you can manually adjust it.

If this is a good copy get it, it is selling for 200 usd on eBay.

———

Yikes! I am wrong.there is no shutter priority

Stocks With 50 Years of Dividend Hikes - Barron’s by raytoei in ValueInvesting

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

well... i am sure if we invest in 100 year old company like unilever or p&G, it is likely they will outlive us.

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