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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (51339)	4/18/2013 7:18:36 AM
From: Chid	Read Replies (1) \| Respond to of 78750

AAPL I can see has the potential to get you 15% returns per annum even if they slow down. Have been looking at it as well esp after yesterday's drop. MGDDY can't comment as I can't see the figures. CF while I can see pretty good ROIC, and earnings growth I am always skeptical seeing that in a commodity company esp one that has had record earnings. Usually periods of record earnings leads to capacity expansion and generally stupid decisions. So while a 15% is entirely possible, to me there is way too much uncertainty. Almost prefer investing in the commodity names when they are at peak P/E ratios. JPM, I see ROE of about 10%, EPS growth of 5% so if you call it that EPS will grow at 8% you will need a P/E rerating. Haven't got to the others yet but I guess at least for the oil cos will be the same story as CF. Still have to look at it. Just trying to see how you look past some of the uncertainty esp with CF and JPM