SI
SI
discoversearch

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.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rjm2 who wrote (11596)12/15/2000 4:30:28 PM
From: Bob Rudd  Read Replies (1) of 78497
 
<<ts my belief that the multiples being asigned to many of these stocks are unreasonable.>> Perhaps, but I don't buy groups, I buy stocks. ANF is widely expected to earn 1.95 next year and grow over 20% longer term[3 - 5 years] Their history supports this. If it does this for 3 years and you tack a 25 multiple on it [again supported by historical multiples] your buy today @ 18 gets you a 47% annualized return. Half that return would be decent. An interesting aspect of the ANF brand that supports higher than commodity multiples, is that people wear it - as in Logo'd clothing that displays the brand name proudly like a sandwich board. Customers personally identify with it. The only thing better, IMO, is Harley Davidson, where they get the brand tattoo'd on their bodies. [Harley is expected to grow 19% longer term and it's multple on next years est is 29 - superior branding pays]
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News