Value Investing Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: E_K_S who wrote (73911)	10/9/2023 8:51:16 PM
From: Elroy	Read Replies (2) of 78510

Started a new position in this networking company. $8.5 Billion market cap. low debt Debt/Equity=0.37 Well, its a telecom equipment company. Sells routers. Debt is immaterial to it's share price. Technology equipment companies trade based on growth. PEG ratio is 1.7x and w/ a 15.2x PE That's not attractive. PE is way more than growth? Why buy that? You realize JNPR is the #2 telecom router maker with Cisco being #1? Like, that's awful. w/ a 15.2x PE you are not paying too much for 2024 earnings growth of +6.33%. Whaaa? Why pay 15x for t-bill rate of growth? It sounds awful. Why not buy #1 rather than #2 if the PE is identical? ------------------ Sorry, but this is an awful investment based on what you've written.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next