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


To: Spekulatius who wrote (75052)2/5/2024 9:14:56 PM
From: Paul Senior2 Recommendations

Recommended By
research1234
Spekulatius

  Respond to of 78688
 
APD. The sharp drop surprised me and scared me out of my high cost shares this morning. After considering further though during the day, I decided I overreacted, and I have placed an order to buy back those shares tomorrow.

Imo APD occupies sort of a special position among stocks. It is not a cheap stock, nor a fast grower. It is a large company, part of an oligopoly. I've been comfortable with the company's and its stock slow growth over the fifteen years I've held it in my portfolio, dividends reinivested. I can certainly see where APD might be too blah a stock for others though.



To: Spekulatius who wrote (75052)2/6/2024 8:29:53 AM
From: Elroy  Respond to of 78688
 
"Because the dividend is 2.5% and 10% growth from the stock, shareholders who buy are getting at least a 12.5% return".

That was said by the CEO? Amazing.

Just eyeballing it, in five years it looks like APD has gone from $190 to $220. Not bad, but nowhere close to 12.5% per year.

It looks like 2013-2020 was the time to own this stock. Since then it has paused it's growth. Hard to say what's going on without knowing the history.