4Mês·

Rare opportunity?

Rollins has now reached -20% ytd. Surprisingly, the CFO has left the company. You don't find such a drop here very often. I have put them high up on my watchlist at the moment. How do you see the whole thing?

8 Comentários

SanSebastian@WarrenamBuffet

4Mês

Already invested for some time. And yes, rarely a big dip. The thing is always or still expensive

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Michl@Michl1

4Mês

@WarrenamBuffet which is also always expensive... I'll keep watching. She certainly won't run away so quickly

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jkb92@jkb92

4Mês

"You don't often find garbage like this here" can also be understood in a completely different way haha

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Michl@Michl1

4Mês

@jkb92 haha ajo. But Rollins they actually find any garbage including vermin :D

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BeachPlease@BeachPlease

4Mês

I didn't know that yet, thank you! Fundamentally, it looks good and is actually available at a good price. There is also a small dividend.

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Kenobi@Option-Wan-Kenobi

4Mês

@BeachPlease cheap is something else. With a P/E ratio of around 40, a lot is already priced in

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BeachPlease@BeachPlease

4Mês

@Option-Wan-Kenobi The P/E ratio is relatively meaningless, I look more at sales and earnings growth and FCF, and it looks good there. It is also well corrected, the bottom should be in soon.

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Max Z.@max233

4Mês

I think this is a historic opportunity to get the company into the portfolio at a lower price than it has been for a long time.

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