How are you doing with $WMT? Have you been buying the dip, or are you not investing in this dividend?
It's currently back around the TOP values. I'll hold on to my shares.
Părerea personală a unui membru al comunității, nu o recomandare de investiții. Regulile comunității
YE
If I have to choose whether to put my money into a chain store with a P/E of 37.5 or a mass producer without which the world as we know it would stop at a P/E of 37.8, it won't take me too long to think.
Some numbers:
EPS growth past 5y WMT 6% next 5y 5.4%
EPS growth trap 5y ASML 24% next 5y 30%
Margin: WMT gross 24% net 1.8%:))
Margin: ASML gross 51% net 28%
ROIC: WMT 7.8%, ASML 26%
PEG: WMT 7, ASML 1.27
10y performance including two WMT:158.20%, ASML: 895.73%, SPY:228%
VC
I understand, but like I said, it's around TOP prices at the moment, so it's not cheap to buy.