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Strategies & Market Trends : Buffettology
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To: Spekulatius who wrote (4618)4/21/2018 9:46:25 AM
From: Paul Senior  Read Replies (1) of 4690
 
15% roe for a bank is indeed a very high threshold. Scanning the bank stocks I have, I don't see any that've achieved that over the last ten years (Morningstar numbers). And that includes Mr. Buffett's Wells Fargo.

I believe return-on-assets could be the metric of use here -- over 1% is supposed to be good.

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The following clause for me was the stop-right-there---that's-all-I-need-to-know-point:

"Here in Australia banks are the sector everyone has in their portfolio's"

If so, then who's left to buy these stocks? In my view, it signals a peak if everybody now owns them.

Just my opinion.
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