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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (61759)2/26/2019 9:30:07 PM
From: Spekulatius  Read Replies (1) of 78744
 
The risk reward for CPG companies right more doesn’t look good to me. The companies can’t grow their business, debt seem high across the sector and the valuation at 10x+ EV/EBITDA doesn’t look great to me for a secular challenged business. I’d rather buy an industrial at 10x EV/EBITDA with some cyclicality but no secular business challenges.
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