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Strategies & Market Trends : Value Investing

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From: Paul Senior	8/23/2017 6:51:33 PM
	Read Replies (2) of 78748

GWW. Started a seed position in Grainger. Grainger yet another stock affected by the internet and maybe AMZN. I'll bet small on some reversion to mean, although it's possible (likely?) that GWW will never again be viewd so highly (p/e ~20) as a strong competitor in the sector when you can have entrants like AMZN. Relatively low p/e now (18 vs median 19). Dividend increases every year for more than 40 years. 3.2% yield now. Sorry that I didn't keep this one as a ltb&h when I had it in the 1990's. "The company reiterated its 2017 sales and earnings per share guidance of sales growth of 1 to 4 percent and adjusted earnings per share of $10.00 to $11.30." invest.grainger.com I'm betting this could be a $200+ stock within 12 -18 months if targets are hit. ($40 gain (Maybe) on $162 stock) Jmo, and I've been wrong many, many times.

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