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Strategies & Market Trends : Value Investing
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To: bruwin who wrote (58122)10/5/2016 5:19:21 PM
From: staring  Read Replies (1) of 78747
 
That's about 15% of Excess Return over S&P 500 during that period, right? It is interesting. Nonetheless, in that period the S&P 500 delivered around 10% annual return. So I am nothing it is not possible. What I mean is that, at current valuations, I don't expect such market returns in the coming years, unless you do careful stock picking that generates significant excess return.

If you allow me, here's my comments on the stocks you currently onw:
CL - It seems expensive to me.
DIS - It is in my watchlist. I just wonder whether current margins are sustainable. That's what is keeping me out of it.
GLW - It appears to be capital intensive, which affects profitability. At current valuation it is not attractive to me
UNP - We are in the upper part of the cycle. Current normalized PE multiple is greater than 20, which i think is too much for UNP
MCO - It is also in my watchlist, but I find it a bit expensive right now.
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