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Lester
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[*] posted on 8-9-2017 at 01:19
Fundamental analysis


Fundamental analysis

We like value investing, to buy shares cheaply, with P/E below 15, P/B below 3.0, P/S below 3.0.

If we want to sell the stocks after one year with a profit, the enterprise or bank should expect that the earnings will grow more than 20% in the next 4 quarters.

Also, the dividend should be paid, because even stocks with growth potential may be a year in the red and then it is boring, to be one year without dividend. In retirement, we want to receive an income higher from dividends than from the pension insurance. Here we will buy cheaply blue chip stocks from old and large enterprises and banks, which the past 12 years approximately 10% per year increased revenues, earnings and dividends. When we buy these stocks, they must have a dividend yield over 3.0% and we will keep them forever.
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[*] posted on 10-9-2017 at 02:50


Stocks undervalued or stocks overvalued today: always the stupid problem of people with high education. It has no sense to observe the average P/E ratio of stocks in the index S&P500. The P/E of the index is so stupid idea like the average fever of patients in a clinic - it has no sense. Only stupid investors will invest in the index S&P500, no matter when. You must any time, always know that some stocks are too expensive (Alphabet, Amazon, Apple, Facebook, Johnson & Johnson, Netflix, Pfizer, Procter & Gamble, Snap, Tesla, Twitter) and some stocks are cheap (AT&T, Banco Bilbao, Banco Santander, BASF, BMW, Iberdrola, Lloyds Banking Group, Munich Re, Royal Dutch Shell, Telefonica). Among the P/E we must observe also P/S, P/B, indebtedness and BUY ONLY SHARES WITH MORE THAN 3% DIVIDEND YIELD.
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[*] posted on 12-9-2017 at 02:48


Low priced stocks in the index Stoxx50
Reasonable is, to buy stocks with P/E under 15, P/S under 3, P/B under 3, dividend yield above 3%.
Important is also the earnings growth expected from the analyst, but analysts are wrong in this.

These statistics fit more under the discussion topic ''Stocks for the year 2017'', but among these stocks are also some names, which we can hold forever only for dividends.

Glencore PE 11, PS 0.3, PB 1.2, dividend 3.5%
Lloyds Banking Group PE 13, PS 2.6, PB 1.1, dividend 4.1%
National Grid PE 15, PS 2.1, PB 3.0, dividend 4.5%
Rio Tinto PE 8, PS 2.0, PB 1.9, dividend 5.6%
Royal Dutch Shell PE 15, PS 0.7, PB 1.7, dividend 7.0%
UBS Group PE 15, PS 2.0, PB 1.1, dividend 3.9%
Zurich Insurance PE 13, PS 0.8, PB 1.4, dividend 6.0%

Today low priced stocks in the index Eurostoxx50
Ahold Delhaize PE 16, PS 0.4, PB 1.5, dividend 3.1%
AXA PE 9, PS 0.6, PB 0.9, dividend 5.1%
Banco Bilbao PE 11, PS 1.9, PB 1.0, dividend 3.3%
Banco Santander PE 13, PS 1.8, PB 1.0, dividend 3.6%
BNP Paribas PE 12, PS 1.8, PB 0.9, dividend 4.7%
Enel PE 14, PS 0.6, PB 1.4, dividend 4.1%
Engie PE 14, PS 0.5, PB 0.8, dividend 5.1%
Iberdrola PE 16, PS 1.4, PB 1.2, dividend 4.6%
Intesa Sanpaolo PE 12, PS 2.5, PB 0.9, dividend 8.2%
Orange PE 15, PS 1.0, PB 1.3, dividend 5.0%
Sanofi PE 12, PS 2.9, PB 1.9, dividend 3.5%
Societe Generale PE 10, PS 1.5, PB 0.6, dividend 4.9%
Telefonica PE 14, PS 0.9, PB 2.8, dividend 4.0%
Total PE 12, PS 0.7, PB 1.2, dividend 5.5%

Today low priced stocks in the index DAX
Allianz PE 11, PS 0.6, PB 1.2, dividend 4.4%
BASF PE 16, PS 1.2, PB 2.7, dividend 3.5%
BMW PE 8, PS 0.5, PB 1.2, dividend 4.1%
Daimler PE 7, PS 0.4, PB 1.3, dividend 5.0%
Lufthansa PE 7, PS 0.3, PB 1.3, dividend 2.7%
Munich Re PE 12, PS 0.5, PB 0.9, dividend 4.8%
Siemens PE 16, PS 1.2, PB 3.0, dividend 2.9%

Today low priced stocks in the USA from companies with the market capitalization above 100 billion USD
AT&T P/E 17, P/S 1.5, P/B 1.9, dividend 5.1%
Bank of America P/E 13, P/S 2.5, P/B 1.0, dividend 1.7%
Cisco Systems P/E 16, P/S 3.2, P/B 2.5, dividend 3.8%
Citigroup P/E 12, P/S 2.4, P/B 0.9, dividend 1.2%
Intel P/E 14, P/S 2.7, P/B 2.5, dividend 3.1%
Wells Fargo P/E 13, P/S 2.8, P/B 1.6, dividend 2.8%

Other low priced American blue chips stocks
Archer Daniels Midland P/E 16, P/S 0.4, P/B 1.4, dividend 3.2%
Dow Chemical P/E 16, P/S 1.4, P/B 2.9, dividend 2.9%
Exelon P/E 17, P/S 1.1, P/B 1.3, dividend 3.6%
Ford Motor P/E 7, P/S 0.3, P/B 1.4, dividend 5.7%
General Motors P/E 6, P/S 0.3, P/B 1.1, dividend 4.4%
Principal Financ. Group P/E, P/S 1.5, P/B 1.7, dividend 3.0%
Target P/E, P/S 0.5, P/B 2.9, dividend 4.6%
Valero Energy P/E, P/S 0.4, P/B 1.5, dividend 4.3%
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[*] posted on 19-11-2017 at 03:16


When will the undervalued stock never grow:
The stock will stay some years down and undervalued, if nobody wants to buy this stock, everybody wants to sell, because the net income of the company is long time negative (like by Tesla) and the company is going bankrupt (like Air Berlin or Solarworld). This one stock is undervalued with P/B and P/S, but not with P/E. In this case is the P/E some hundred or NA (= negative). So the stock of Tesla should be undervalued, but it is strongly overpriced, for the stupid interest of trading computers, day traders or silly people.
The second case of long time undervalued stock is that the incomes and sales of company go down yet some years.
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[*] posted on 17-1-2018 at 05:22


"The simple question of ""Are the markets overvalued now?"" ... according to the Buffet Indicator (=Buffett) has a simple answer..........." Written by T.G.W.

No!!! We don't care of the market. We don't buy the market. We buy only some cheap stocks with P/E 12, P/B 2, P/S 2 or so. Look at the index DAX, Stoxx50, Eurostoxx50 and you will find them. And the writer should still learn that the old man calls Warren Buffett and no Buffet. :)
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[*] posted on 1-3-2018 at 05:05


A crazy old man said, when he was still young, wise and famous American value investor, that successful investing is easy also for 11 years old children. So we don't need any complications, we seek simply the fundamentally cheap stocks with nice dividends in the Dow Jones, Stoxx50, Eurostoxx50 and DAX. In Dow Jones we will find these days nothing, but some P/E-P/B-P/S-low priced stocks are in DAX, Eurostoxx50 and Stoxx50, with dividend yield more than 4%. And these stocks we must buy now. No one famous American professor will help us. But successful investing is easy also for 11 years old children.

Ein verrückter alter Mann sagte, als er noch jung, klug und berühmter amerikanischer Value Investor war, dass erfolgreiches Investieren auch für 11 Jahre alte Kinder einfach ist. Wir brauchen also keine Komplikationen, wir suchen einfach die fundamental billigen Aktien mit guten Dividenden im DAX, Eurostoxx50, Stoxx50 und Dow Jones. Im Dow Jones werden wir in diesen Tagen nichts finden, aber einige KGV-KBV-KUV-billige Aktien sind im DAX, Eurostoxx50 und Stoxx50, mit Dividendenrendite mehr als 4%. Und diese Aktien müssen wir jetzt kaufen. Kein berühmter amerikanischer Professor wird uns helfen. Aber erfolgreiches Investieren ist auch für 11 Jahre alte Kinder einfach.

Un viejo loco hombre dijo, cuando todavía era joven, inteligente y famoso inversor de valor estadounidense, que la inversión exitosa es fácil incluso para los niños de 11 años de edad. Así que no necesitamos ninguna complicación, simplemente buscamos las acciones fundamentalmente baratas con buenos dividendos en el Eurostoxx50, Stoxx50, DAX y Dow Jones. En el Dow Jones no vamos a encontrar nada en estos días, pero algunas P/E-P/B-P/S-baratas acciones están en el DAX, Eurostoxx50 y Stoxx50, con rendimiento de dividendos más del 4%. Y tenemos que comprar estas acciones ahora. Ningún famoso profesor americano nos ayudará. Pero la inversión exitosa también es fácil para los niños de 11 años de edad.
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[*] posted on 4-3-2018 at 03:09


''Good day,
my question, how does everybody research a stock ? I find myself just getting a little bit of pieces everywhere which still doesn't paint a clear picture. Could you guys give me recommendations please.'' Sahwn Sipna

Control, how grew the revenues, earnings and dividends the past 12 years of the all 30 companies in Dow Jones (+AT&T, Wells Fargo), 30 companies of DAX, 50 co. of Eurostoxx50 and 50 co. of Stoxx50! Nice is the growth about 10% per annum of the revenues, earnings and dividends (Also 7% could be). And then control, if the about 20 selected companies have today still cheap stocks, with P/E < 15, P/B < 3, P/S < 3, dividend yield > 3%!
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[*] posted on 12-3-2018 at 05:08


The fraud: '""Buy the share Visa! There is a price undervaluation of the stock, in accordance with the P/Ee procedure by Benjamin Graham by 2%."" K.S., 9th March 2018 (text shortened, author's name changed.)
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This fraudster operates the largest Facebook group for stock investment in the country and so nasty he lies to the poor readers and investors-beginners. And I'm glad that I found a topic of discussion.
You cannot rely on expected earnings E in the P/Ee. The earnings in 12 past months are more important in the valuation of the stock. Besides, only the biggest amateurs are on P/E restricted. The ratios P/S, P/B, P/C are more important. The man has no idea of Graham and value investing and leads the FB group with 20.000 members.
The reality: With P/E 40, P/S 15, P/B 10 is the Visa stock 5x overpriced, not good to buy. The investment would be reasonable, if the Visa stock will fall on 1/5 after the next big stock market crash.

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Der Betrug: ''''Kauf die Aktie Visa! Es zeigt sich eine preisliche Unterbewertung der Aktie nach dem KGVe-Verfahren von Benjamin Graham um 2%."" K.S., 9.3.2018 (Text verkürzt, Name des Autors geändert.)
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Dieser Betrüger betreibt die größte Facebook-Gruppe für Aktien-Investment im Lande und so gemein belügt er die armen Leser und Anleger-Anfänger. Und ich bin froh, dass ich ein Thema der Diskussion gefunden habe.
Auf erwartete Gewinne G im KGVe kann man sich nicht verlassen. Die Gewinne in 12 letzten Monaten sind wichtiger bei der Bewertung der Aktie. Außerdem nur die größten Amateure sind auf KGV beschränkt. Die Verhältnisse KUV, KBV, KCV sind wichtiger. Der Mann hat keine Ahnung von Graham und Value Investing und führt die FB Gruppe mit 20.000 Mitgliedern.
Die Realität: mit KGV 40, KUV 15, KBV 10 ist die Visa-Aktie 5x überteuert, nicht gut zu kaufen. Die Investition wäre vernünftig, wenn die Visa-Aktien auf 1/5 nach dem nächsten großen Börsencrash fallen wird.

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La estafa: ""Compra la acción Visa! Hay una subvaluación de la acción en acuerdo con el procedimiento de P/Ee por Benjamin Graham el 2%."" K.S., 9.3.2018 (el texto se acortó, el nombre del autor cambió.)
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Este estafador opera el mayor grupo de Facebook para la inversión en acciones en el país y así impertinente está mintiendo a los pobres lectores e inversores-principiantes. Y yo me alegro de haber encontrado un tema de discusión.
No se puede confiar en los beneficios esperados E en el P/Ee. Los beneficios en 12 últimos meses son más importantes en la valoración de las acciones. Por otra parte, solamente los majores aficionados se restringen a P/E. Las relaciones P/S, P/B, P/C son más importantes. El hombre no tiene idea de Graham y la inversión de valor y lidera el grupo de FB con 20.000 miembros.
La realidad: con P/E 40, P/S 15, P/B 10 es la acción de Visa 5x sobrevaluada, no es buena para comprar. La inversión sería razonable, si la acción de Visa caerá en 1/5 después del siguiente gran desplome del mercado de acciones.
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[*] posted on 27-4-2018 at 13:53


''''DCF model demonstrates Mastercard stock is reasonably valued, with the fair price of $177-185."'' Lady B.R.
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Old lady, forget your DCF model and invest intelligent like Ben Graham! Now, short time before the big crash, is the value investing very important. With the P/S 15 and P/B 34 is the Mastercard share 10x overpriced! Nice would be to buy it with P/S < 3 and P/B < 3. You can invest intelligent like Ben Graham in the cheap stocks of BASF, Munich Re, BMW, Shell, Sanofi, Iberdrola, AT&T, HSBC, BHP. Don't observe just the P/E! We have also P/S and P/B!
https://finance.yahoo.com/quote/MA/key-statistics?p=MA
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[*] posted on 1-5-2018 at 01:23


The trader Frank H. sells trading training on video and at the same time he also wants to be a value investor. In his value database he sees at some highly overvalued stocks "Price undervaluation":
Alphabet P/S 6.7 + P/B 4.9 + P/E 56.5,
Amgen P/S 5.6 + P/B 7.4 + P/E 56.3,
Coca-Cola P/S 5.4 + P/B 11.1 + P/E 80,
Inditex P/S 3.2 + P/B 5.9 + P/E 23.8,
Starbucks P/S 3.8 + P/B 14.5 + P/E 19.2.
Trader Frank H. thinks, this is value investing. But if you write once in his Facebook group: "The share Coca-Cola is greatly overvalued", in a few minutes you are no longer a member, you will be deleted. Because the trader Frank B. thinks to know it better than you about value investing and Ben Graham.

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:( ''Nicht nur in den Markt kommt Dynamik rein, langsam auch in die Akte Frank H.: Erst macht sein Fake-Account eine große Säuberungsaktion und bereinigt Systemgegner aus seiner Gruppe. Dann exekutiert er auch noch einen seiner vielen Fake-Accounts.'' Autor: Aktien-Kevin :(
Diesen Kommentar würde ich sehr gerne lesen. Leider der Aktien-Kevin wurde gezwungen, wegen Beleidigung sein Facebook Profil zu schließen. Es ist wirklich schlimm, wie die zahlreichen Mitglieder von dem Trader Frank H. aus seiner Aktien Facebook Gruppe aus einzigem Grund gelöscht werden - sie wissen mehr von intelligentem Aktien-Investment als der Trader Frank H. Er verkauft Trading-Ausbildung auf Video und gleichzeitig will er auch Value Investor sein. In seiner Value-Datenbank sieht er bei mancher stark überbewerteten Aktien ''preisliche Unterbewertung'':
Alphabet KUV 6.7 + KBV 4.9 + KGV 56.5,
Amgen KUV 5.6 + KBV 7.4 + KGV 56.3,
Coca-Cola KUV 5.4 + KBV 11.1 + KGV 80,
Inditex KUV 3.2 + KBV 5.9 + KGV 23.8,
Starbucks KUV 3.8 + KBV 14.5 + KGV 19.2.
Das soll Value Investing sein? Aber wenn du einmal auf seiner Facebook Gruppe schreibst: ''Die Aktie Coca-Cola ist stark überbewertet'', in wenigen Minuten bist du nicht mehr Mitglied, du wirst gelöscht. Denn der Trader Frank B. will es besser als du über Value Investing und Ben Graham wissen. :(

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El trader Frank H. vende la educación en trading en vídeo y al mismo tiempo también quiere ser un inversor de valor. En su base de datos de valores ve en algunas acciones muy sobrevaluadas "la subvaloración de precios":
Inditex P/S 3.2 + P/B 5.9 + P/E 23.8,
Alphabet P/S 6.7 + P/B 4.9 + P/E 56.5,
Amgen P/S 5.6 + P/B 7.4 + P/E 56.3,
Coca-Cola P/S 5.4 + P/B 11.1 + P/E 80,
Starbucks P/S 3.8 + P/B 14.5 + P/E 19.2.
Trader Frank H. piensa, esto es inversión de valor. Pero si escribes una vez en su grupo Facebook: "La acción Coca-Cola está muy sobrevalorada", en pocos minutos ya no eres miembro, serás eliminado. Porque el trader Frank B. piensa conocerlo mejor que tú sobre el value investing y Ben Graham.
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[*] posted on 7-6-2018 at 03:36


HD-2013-2017.jpg - 77kB

Poor Harley Davidson. In the 5 years 2013-2017, Harley Davidson achieved no growth in sales and earnings. Who seeks shares for ever, just for dividends, should not buy the shares Harley Davidson.
But when we chose such shares already 2007, according to the growth of sales and earnings in 12 years: 1995-2007, we should not sell these shares today, just because the company 2013-2017 or 2007-2017 reached zero growth. Otherwise, we probably sell all of our 10-20 stocks and we will not have any dividend income.
Who looks for stocks for 1 year - 3 years and then sale with profit, nor should buy the shares of Harley Davidson. For this purpose we need a cheap share of a company that expects 2018-2019 strong earnings growth. For example, the share of Deutsche Bank.

o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o o

Nestle-2013-2017.jpg - 64kB

Das arme Nestlé. In den 5 Jahren 2013-2017 erreichte Nestlé kein Umsatzwachstum und Gewinnwachstum. Wer Aktien für immer sucht, nur wegen Dividenden, sollte die Aktien von Nestlé nicht kaufen.
Aber wenn wir solche Aktien bereits 2007 wählten, mittels des Umsatzwachstums und Gewinnwachstums in 12 Jahren: 1995-2007, sollten wir die Aktien heute nicht verkaufen, nur weil das Unternehmen 2013-2017 oder 2007-2017 Nullwachstum erreichte. Ansonsten verkaufen wir wahrscheinlich alle unsere 10-20 Aktien und werden kein Einkommen aus Dividenden haben.
Wer Aktien für 1 Jahr - 3 Jahre sucht und dann Verkauf mit Gewinn, sollte die Aktien von Nestlé auch nicht kaufen. Zu diesem Zweck benötigen wir billige Aktien eines Unternehmens, das 2018-2019 starkes Gewinnwachstum erwartet. Zum Beispiel die Aktien der Deutschen Bank.

Pobres Nestlé. En los 5 años 2013-2017, Nestlé alcanzó ningún crecimiento de ventas y beneficios. Quién busca acciones para siempre, sólo por dividendos, no debería comprar las acciones de Nestlé.
Pero cuando elegimos tales acciones ya 2007, según el crecimiento de ventas y beneficios en 12 años: 1995-2007, no deberíamos vender las acciones hoy sólo porque la compañía 2013-2017 o 2007-2017 alcanzó cero crecimiento. De lo contrario, probablemente venderíamos todas nuestras 10-20 acciones y no tendríamos ingresos de dividendos.
Quién busca acciones por 1 año - 3 años y luego venta con ganancia, tampoco debe comprar las acciones de Nestlé. Para este propósito necesitamos acciones baratas de una compañía que espera 2018-2019 crecimiento de beneficios fuerte. Por ejemplo, las acciones de Deutsche Bank.
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[*] posted on 22-6-2018 at 15:53


General Electric is not a buy. Although the share is favorable with P/S 0.9, P/B 2.0 and the earnings should grow 2018 strongly, but this is only because 2017 the earnings were negative. So P/E N.A. when the earnings of the last 4 quarters are taken. However, the revenue should not grow 2018. But, it is very important that the liabilities are 5x higher than the stockholder's equity. So the debt is too high. In the past 10 years, the dividend was 4x reduced. The intelligent investor will not buy such a share. No revenues growth and no earnings growth since 12 years. In the past 10 years declined the earnings -4% per year and the revenues declined -1.5% per year. Some funds have published on 27.3.2018 the lie that Warren Buffett could buy. But that's just because the funds wanted to sell the shares quickly and with a smaller loss. On 26.6.2018 is expected that GE leaves the Dow Jones because the conglomerate is still sicker than its competitor Siemens. The GE stock price is now there where it was already 1996.

Revenues, earnings, dividends 2002-2018 Attachment: GE-13-04-2018.pdf (35kB)
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[*] posted on 27-6-2018 at 13:25


:) Der Daytrader Frank Helmes von Aktien-Club Facebook hat eine preisliche Unterbewertung von 2% nach dem KGVe-Verfahren von Benjamin Graham (Lehrvater von Warren Buffett) gesehen. Er kaufte die Aktien für sein Burggraben-Depot. :) Nun verkauft er viele Aktien mit Verlust.
"Ich hatte gekauft, als das KGVe eine Unterbewertung 2% angezeigt hat. Jetzt zeigt es eine leichte Überbewertung an, so dass ich verkaufen muss."
25. Juni: Verkauf DAX mit Verlust 1%
25. Juni: Verkauf American Express mit Verlust 2%
25. Juni: Verkauf Lockheed Martin mit Verlust 2%
25. Juni: Verkauf Adidas mit Verlust 3%
25. Juni: Verkauf Alibaba mit Verlust 4%
25. Juni: Verkauf Deutsche Post mit Verlust 8%
.......
Ich glaube, die 21.000 Mitglieder von Aktien-Club Facebook, lassen sich nie zu lange von dem Daytrader Frank Helmes über Value Investing belehren und werden seine FB Gruppe bald verlassen. Aber neue Mitglieder werden sich wieder melden. Denn nur die Mitglieder der geschlossenen FB Gruppe dürfen die Kommentare von Frank Helmes lesen.
Daytrading und Value Investing kann man nicht gleichzeitig machen. Der Mensch macht Value Investing nicht richtig und die 21.000 Besucher seiner Gruppe wollen seine Verluste nicht nachmachen. Denn Value Investing bedeutet, günstig zu kaufen und oft wegen Dividenden ewig Aktien halten. Freuen sich über die Dividenden. Niemals Geld verlieren.
.......
"Tencent für das Burggraben-Depot gekauft! Eine preisliche Unterbewertung 1% bei der Aktie, nach dem KGVe-Verfahren von Benjamin Graham." :)
Nun, ich sehe aber bei Tencent KGV 36, KBV 10, KUV 11. Keine Spur von Unterbewertung!
Die Alibaba Aktie, wo der Daytrader Frank Helmes auch Unterbewertung (nach Ben Graham) gesehen hat, kaufte er bei KGV 49, KBV 8.4, KUV 12. Und mit Verlust 4% verkaufte er.
Das hat mit Value Investing wirklich nichts zu tun, was der Daytrader Frank Helmes den Mitgliedern erzählt! :( Graham mochte KBV unter 1,5. Verzeihung und Entschuldigung, Herr Helmes!
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[*] posted on 13-7-2018 at 01:29


Many investors and traders write in the forum: "I bought WDI. What do you think?" But he should write the name of the company and how is the stock valuated, P/S, P/B, P/E, dividend yield, total liabilities : stockholders equity, earnings growth in past years and expected earnings growth next year. Then he will immediately know that he can never buy the Wirecard share. Because with P/S 11, P/B 11, P/E 64, Wirecard is now 4x overpriced.
A smart investor never buys a stock because of the beautiful chart of past year = relative strength, but because of P/S, P/B, P/E, dividend, debt and earnings growth. Also the tech. stocks can be cheap without the company being bankrupt. The Micron Technology share is now cheap with P/S 2.3, P/B 2.2, P/E 5.6.

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Viele Anleger und Trader schreiben im Forum: "Ich kaufte WDI. Was haltet ihr davon?" Sie sollten aber den Namen des Unternehmens schreiben und wie ist die Aktie bewertet, KUV, KBV, KGV, Dividendenrendite, Fremdkapital : Eigenkapital, Gewinnwachstum in letzten Jahren und erwartetes Gewinnwachstum im nächsten Jahr. Dann kommt man sofort darauf, dass man die Wirecard Aktie niemals kaufen kann. Denn mit KUV 11, KBV 11, KGV 64 ist Wirecard heute 4x überteuert.
Ein kluger Investor kauft niemals eine Aktie wegen dem schönen Chart vom letzten Jahr = relative Stärke, sondern wegen KUV, KBV, KGV, Dividende, Verschuldung und Gewinnwachstum. Auch die tech. Aktien können günstig sein, ohne dass das Unternehmen bankrott ist. Die Micron Technology Aktie ist heute billig mit KUV 2.3, KBV 2.2, KGV 5.6.

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Muchos inversores y traders escriben en el foro: "Compré WDI. ¿Qué te parece? "Pero deberían escribir el nombre de la empresa y cómo es la acción valuada, P/S, P/B, P/E, rentabilidad del dividendo, capital ajeno : capital propio, crecimiento del beneficio en los últimos años y el crecimiento del beneficio esperado el próximo año. Entonces reconocen inmediatamente que nunca pueden comprar la acción Wirecard. Porque con P/S 11, P/B 11, P/E 64, la acción Wirecard es ahora 4x sobrevaluada.
Un inversor inteligente nunca compra una acción debido al chart hermoso del año pasado = fuerza relativa, pero debido a P/S, P/B, P/E, dividendo, endeudamiento y crecimiento del beneficio. También las acciones tecnológicas pueden ser baratas sin que la compañía esté en bancarrota. La acción de Micron Technology ahora es barata con P/S 2.3, P/B 2.2, P/E 5.6.
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[*] posted on 20-7-2018 at 08:55


Die Hunde aus dem DAX - The dogs of the index DAX

5 Aktien mit dem niedrigsten KUV Verhältnis = 5 stocks with the lowest P/S ratio
Lufthansa KUV 0.27, Volkswagen KUV 0.31, RWE KUV 0.32, ThyssenKrupp KUV 0.34, Daimler KUV 0.37

5 Aktien mit dem niedrigsten KBV Verhältnis = 5 stocks with the lowest P/B ratio
Deutsche Bank KBV 0.31, Commerzbank KBV 0.37, Volkswagen KBV 0.67, HeidelbergCement KBV 1.00, Daimler KBV 1.02

5 Aktien mit dem niedrigsten KCV Verhältnis = 5 stocks with the lowest P/C ratio
Commerzbank KCV 0.52, Lufthansa KCV 1.93, Allianz KCV 2.39, Deutsche Telekom KCV 3.80, Covestro KCV 6.80

5 Aktien mit dem niedrigsten 2019-KGV Verhältnis = 5 stocks with the lowest 2019eP/E ratio
Lufthansa KGV 4.6, Volkswagen KGV 5.1, Daimler KGV 6.1, BMW KGV 6.8, Covestro KGV 8.6

5 Aktien mit der höchsten Dividendenrendite = 5 stocks with the highest dividend yield
Allianz 4.17%, Deutsche Telekom 4.40%, BMW 4.60%, Munich Re 4.75%, Daimler 5.15%
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[*] posted on 21-7-2018 at 12:10


The dogs of the Dow
I used also some stocks, which were sooner in Dow and will be later again in Dow: AT&T, Ford Motors, Kraft Heinz and Bank of America.
5 stocks with the lowest P/S ratio
Walmart Stores P/S 0.52, Walgreens Boots P/S 0.59, United Health P/S 1.19, Travelers P/S 1.21, AT&T P/S 1.22
.
5 stocks with the lowest P/B ratio
Kraft Heinz P/B 1.15, Goldman Sachs P/B 1.19, Bank of America P/B 1.27, AT&T P/B 1.34, Travelers P/B 1.49
.
5 stocks with the lowest P/C ratio
American Express P/C 6.52, IBM P/C 8.03, Verizon P/C 8.36, Walmart P/C 9.20, AT&T P/C 9.20
.
5 stocks with the lowest 2019eP/E ratio
AT&T P/E 9.2, Goldman Sachs P/E 9.4, Walgreens Boots P/E 10.0, IBM P/E 10.2, Verizon P/E 11.1
.
5 stocks with the highest dividend yield
Kraft Heinz 4.2%, IBM 4.4%, Verizon 4.6%, AT&T 6.3%, Ford Motors 6.7%
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[*] posted on 5-8-2018 at 01:38


The beginners buy today the shares of Altria with P/S 5.7 and P/B 7.3 due to dividend yield over 4%. But the stock is 3x overpriced with P/S and P/B. In the DAX there are stocks with P/S below 1, P/B below 1 and dividend yield above 4%. They are 6x cheaper than Altria and a good buy.

Die Anfänger kaufen heute die Aktien von Altria mit KUV 5,7 und KBV 7,3 wegen Dividendenrendite über 4%. Aber die Aktie ist mit KUV und KBV 3x überteuert. Im DAX gibt es Aktien mit KUV unter 1, KBV unter 1 und Dividendenrendite über 4%. Die sind 6x billiger als Altria und ein guter Kauf.

Los principiantes compran hoy las acciones de Altria con P/S 5,7 y P/B 7,3 por la rentabilidad del dividendo más del 4%. Pero la acción es 3x sobrevalorada con P/S y P/B. En el DAX hay acciones con P/S debajo de 1, P/B debajo de 1 y la rentabilidad del dividendo sobre el 4%. Son 6x más baratas que Altria y una buena compra.




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[*] posted on 12-8-2018 at 02:20


A gentleman has found some "top value stocks" with a high dividend yield: AT&T, IBM, Philip Morris, Altria, Verizon, General Mills, ExxonMobil.

But we do not restrict ourselves to P/E in the evaluation. More important are the relations P/S and P/B. The P/E can sometimes be completely ignored, if we have found a share with P/S 0.9 and P/B 0.9. If he also controls the relations P/S and P/B, he may find some of his "value stocks" expensive: Altria P/S 5.7 and P/B 7.0, Philip Morris P/S 4.9, negative book value, IBM P/B 7.1, these stocks are quite expensive. He must also control the indebtedness: total liabilities of Verizon are 5x higher than shareholder equity. Total liabilities of IBM are 6x higher than shareholder equity. Due to high indebtedness we should not buy these stocks.




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We like value investing, to buy stocks cheaply, with P/E below 15, P/B below 3.0, P/S below 3.0. If we want to sell the stocks after one year with a profit, the enterprise or bank should expect that the earnings will grow more than 20% in the next 4 quarters. Also, the dividend should be paid, because even stocks with growth potential may be a year in the red and then it is boring, to be one year without dividend. In retirement, we want to receive an income higher from dividends than from the pension insurance. Here we will buy cheaply blue chip stocks from old and large enterprises and banks, which the past 12 years approximately 10% per year increased revenues, earnings and dividends. When we buy these stocks, they must have a dividend yield over 3.0% and we will keep them forever. After us, our kids will inherit them. Most of these stocks are in the indices Dow Jones, Eurostoxx50, Stoxx50 and DAX.




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