3Mes·

Companies at Fair Prices

I have been looking for opportunities in the market and I have come across the following companies, I would appreciate your feedback


$HPE (+2,45%) trades at 9x earnings, trades below book value, low profitability margins but 4-8% EPS growth expectations


$GMAB (+2,15%) trades at 17 times earnings, about 8 times current Ebitda, seems to have performed well historically (book value is not a good metric, probably has capitalized R&D expenses)


$AES (+4,25%) trades at about 4-5 times earnings, is dedicated to the generation of renewable energy, trades below its current book value for its historical performance does not seem to have done very well, but for its current valuation looks good, has a dividend of about 6% per annum


$CAT (+1,56%) it trades at about 15 times earnings and has had a good historical performance, leader in the production of construction machinery.


Why do you think the market values these companies so low? Do you see growth possibilities or investment opportunities?

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6 Commenti

immagine del profilo
donyou thinknits a good idea $GMAB now?
1
immagine del profilo
@Memo0606 it’s way lower than a couple month ago, PE ratio about 11 times it’s a good metric, I'll take a close look before I made a decision but overall without deep search it's look pretty good now :)
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immagine del profilo
@Alfre2 yesh my friend but ibhave to sell sonethin from my portfolio if i wsnt to buy genmab 😅 maybe you can look at my portfolio which stock you would sell
immagine del profilo
@Memo0606 if you have to sell something to buy something else that’s a way different point of view, if i where you maybe I'll sell $HIMS or $RACE they had high rate of price/earnings but also high expectations of doing it well in the next decade, it will depend on how much risk would you willing to assume on your managment, so I think that decision is on you my friend 🤷‍♂️
immagine del profilo
@Memo0606 there are also better companies than $GMAB in spite of being in my radar I didn’t buy it

Take a look on those next $HPE $005930 $UPWK $BFIT $NKE $UNH I will recommend you to take a deep look before you made a decision 👍
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immagine del profilo
@Alfre2 why $HPE ? hims is the future
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