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Old 12-07-2019, 04:19 PM   #136
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free analysis KO

will KO get KO?
Sold this many years ago after it's stagnant performance. Switched to Pep instead.
Now thinking maybe should get something else.
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Old 13-07-2019, 11:02 AM   #137
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Sold this many years ago after it's stagnant performance. Switched to Pep instead.
Now thinking maybe should get something else.

jsm!
KO recent years higher debts and higher div payouts.
almost like borrow money to pay dividends. maybe pay to Buffett?
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Old 13-07-2019, 01:10 PM   #138
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Went in jnj and ILMN yesterday. Keep fingers crossed.
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Old 13-07-2019, 01:15 PM   #139
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Went in jnj and ILMN yesterday. Keep fingers crossed.
Wah, brave. Jnj got plenty of lawsuits...
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Old 13-07-2019, 04:45 PM   #140
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Went in jnj and ILMN yesterday. Keep fingers crossed.
huh why choose illumina by itself?

you are better off getting ARKK ETF that has illumina in it and other genome testing/editing companies like invitae and crispr plus many growth companies for diversification. plus illumina just lowered their revenue expectations and expect slower growthahead even when there is no recession in sight. imagine when there is full blown recession

and also there are many companies on sale now. Pfizer, Bristol Myers Squibb and maybe Eli Lilly if it drops below $100. and also abiomed which has a large moat
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Old 13-07-2019, 05:15 PM   #141
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Wah, brave. Jnj got plenty of lawsuits...
everyone will forget soon.
fb hooha but pple still using.
last month some country patriotism smash iphone and burn nike but now
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Old 13-07-2019, 05:17 PM   #142
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Visa: Attractive Growth, But This Dow Stock Is Too Expensive Today

Valuation And Expected Total Returns
Visa is an excellent company fundamentally, and will continue to generate strong growth rates, but unfortunately shares are very expensive right now. Based on our forecast for earnings-per-share of $5.32 during the current fiscal year, shares are valued at 33.3 times this year’s net profits right now.

This represents a vast premium relative to how Visa’s shares were valued in the past. Its 10-year average valuation is ~23, which we deem a fair valuation for Visa due to the above-average growth rate. At more than 33 times net profits, shares look substantially overvalued, though.

When we assume that Visa’s shares will trade at 23 times net profits in five years, multiple compression would mean an annual headwind of 7% to Visa’s total returns.

Summing up a 13% earnings-per-share growth rate, a 7% total return headwind from multiple normalization, and adding Visa’s current dividend yield of 0.6% gets us to forecasted annual total returns of 6%-7% over the coming five years.

This is not bad, but not enough to make us rate the stock a buy right here. We believe that Visa would be an excellent buy at or below our fair value price target of $121, though.
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Old 13-07-2019, 05:18 PM   #143
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Colgate Announces Agreement to Acquire Laboratoires Filorga Cosmétiques Skin Care Business
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Old 13-07-2019, 05:20 PM   #144
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free analysis TSLA

Tesla Inc. (TSLA)

Final Thoughts & Recommendation
We see total returns for Tesla at 7.8% annually for the next five years, consisting of the 12% growth rate and a 4.2% headwind from a lower valuation. Tesla doesn’t pay a dividend and we don’t expect it will anytime soon; it cannot afford to do so. While we like the growth potential of the company, concerns about supply and demand converging, as well as constant capital raises make us cautious. Given what we see as potentially devastating susceptibility to recessions, we rate Tesla a sell. We’d wait for a much lower price before owning this risky stock
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Old 13-07-2019, 05:23 PM   #145
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free analysis PEP

PepsiCo, Inc (PEP) Updated July 9th, 2019
Growth on a Per-Share Basis
PepsiCo grew earnings at a rate of 4.2% per year from 2010-2017. Due to company’s organic growth guidance, we have increased our expected earnings-per-share growth to 5.5% from 4% through 2024. PepsiCo‘s growth over this time period will accrue from organic sales growth (4%) and share repurchases (1.5%).
PepsiCo announced a 3% dividend increase, beginning with the payment made in June. This raise is well below the company’s 10-year average increase of 8% and last year’s increase of 15.2%. This is likely due to impact on profitability discussed above. Shareholders should receive $3.77 per share in dividends in 2019. PepsiCo has increased its dividend for 47 consecutive years now and it is likely that the company will continue to do so for years to come. We expect PepsiCo‘s dividend payout ratio to remain at 60% out to 2024, which implies $4.31 in DPS by that time.
Valuation Analysis
PepsiCo’s stock has increased $5, or 3.9%, since our 4/17/2019 report. Based off expected earnings for 2019, the stock has a price-to-earnings ratio, or P/E, of 24. We maintain our 2024 target P/E of 18.9, which is the average valuation over the last 10 years. Annual returns would be reduced by 4.7% per year if shares were to revert to their average P/E by 2024.
Safety, Quality, Competitive Advantage, & Recession Resiliency
PepsiCo’s is a relatively recession proof company. Earnings grew during the last recession and it offers a very generous dividend yield. The company is expecting $9 billion in cash flow from operations in 2019.
PepsiCo has several key competitive advantages that set it apart from the competition. The company is one of the largest in its sector, which gives it pricing power with vendors. While known for their carbonated beverages, Pepsi’s food and snacks make up approximately 52% of sales. PepsiCo has also adjusted to changing consumer habits. The company’s line of “Better for You” offerings are designed to meet consumers’ desire for healthier food and drink options. Products with less than 70 calories from added sugar make up ~45% of sales.
Final Thoughts & Recommendation
Following second quarter results, we estimate that PepsiCo will offer a total annual return of 3.7% through 2024, down from our previous estimate of 4.6%. Total annual returns will consist of earnings growth (5.5%), dividends (2.9%) and multiple reversion (-4.7%). PepsiCo produced another solid quarter of organic growth. While foreign exchange remains a headwind, every division and nearly every geography showed growth in Q1. The company is undergoing structural changes, which likely explains the lower than usual dividend increase. With that said, the stock’s valuation is becoming stretched. Shares of PepsiCo receive a hold rating from Sure Dividend due to low projected total returns. At the same time, we are not advocating that investors take profits in the stock. Organic growth and the company’s dividend history remain intact, thus avoiding a sell rating. We reiterate our 2024 price target of $136 for PepsiCo.
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Old 14-07-2019, 10:49 AM   #146
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Wah, brave. Jnj got plenty of lawsuits...
A punt on earnings and their launch of HIV vaccine.
See how. Will set tight stop loss.
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Old 14-07-2019, 10:51 AM   #147
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huh why choose illumina by itself?

you are better off getting ARKK ETF that has illumina in it and other genome testing/editing companies like invitae and crispr plus many growth companies for diversification. plus illumina just lowered their revenue expectations and expect slower growthahead even when there is no recession in sight. imagine when there is full blown recession

and also there are many companies on sale now. Pfizer, Bristol Myers Squibb and maybe Eli Lilly if it drops below $100. and also abiomed which has a large moat
Food for thought. Thanks.
I hv quite some pharma exposure on hand.
Jnj I hv been buying and selling, sort of familiar with it.
Illumine was abit opportunistic on their bad drop on Friday. Will set tight stop loss.
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Old 14-07-2019, 07:14 PM   #148
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Invest with Sven Carlin, Ph.D. - YouTube

for those interested value and growth rather than boring dividends.
I hav no affiliate links with this channel. dun worry.
is he selling something, yes. but oso is he giving free education? yes.

my point is, knowledge is free on the internet.
take your time to look around.
no need to pay ridiculous course fees to "gurus".
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Old 17-07-2019, 12:23 PM   #149
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earnings seasons. tech stocks will move market or not? I dun really care becoz I know my personality and time constrain to monitor such events.

I only care its implications on the world. like fb drop 50% becoz mayb huawei spy yr fb accnt and send ur data to winnie. juz saying.
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Old 17-07-2019, 12:26 PM   #150
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American Express: Hold This Dow Stock For Growth And Dividends
Published on July 15th, 2019

American Express is an attractive business fundamentally. The credit card company benefits from industry tailwinds, generates attractive returns on capital, offers significant shareholder payouts, primarily through share repurchases, and generates attractive revenue and earnings growth rates.

We believe that American Express will continue to be a growth company, and our forecasts see strong high single digit earnings-per-share growth through the coming five years. American Express does not offer a high dividend yield, thus it is not suitable for income-oriented investors. Total return focused investors should keep an eye on American Express, though. Its stock is a hold right now, and would be a compelling buy at or below our fair value price target of $114.
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