All Clowns Must Be Destroyed Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : All Clowns Must Be Destroyed

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stcgg who wrote (28265)	4/21/2000 5:40:00 PM
From: yard_man	Read Replies (2) of 42523

Sounds like a "static" analysis to me. The relevant question seems to me is what kind of earnings / revenue growth do you reasonably expect going forward and how much are you willing to pay for it vs. the risk that you might not get your expected earnings / revenue growth. Where does the risk-free rate enter into your analysis and if it doesn't, why doesn't it? You are saying the same thing I think that other bulls have said here -- just buy good (relative) earnings growth and you are a winner. It simply isn't that easy (ok, maybe it has been that easy for the last five years or so).. And what about the "quality" of the earnings? If option grants are compensation -- how much are they really growing profits after truly accounting for employee compensation? Just some random thoughts ... <VBG>

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next