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Strategies & Market Trends : Value Investing
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Jurgis Bekepuris
To: E_K_S who wrote (55511)6/22/2015 10:24:24 AM
From: Graham Osborn1 Recommendation  Read Replies (1) of 78717
 
For the sake of argument, what besides the dividend would make POT a value vs say, AAPL or GILD? All 3 are large caps valued at ~15x trailing earnings based on concerns about a crumbling monopoly/ oligopoly. Of the 3, POT has FCF yield ~5% (vs ~10%), 10 year rev growth <10% (vs >30%), cash/ cap <1% (vs ~5%), 10-year book growth ~15% (vs 25%-35%), ROIC ~10% (vs 30-50%). One might argue POT is the most overvalued of the three on a cursory basis.
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