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

To: Spekulatius who wrote (75791)	6/22/2024 12:20:02 PM
From: Elroy	Respond to of 78766

CME is sort of interesting. I didn't know it was publicly traded. What's their moat? I would think old exchanges like this would somehow get disrupted by low cost exchanges built with newer technology. 4.5% dividend yield is nice.

To: Spekulatius who wrote (75791)	6/22/2024 1:54:18 PM
From: Harshu Vyas	Respond to of 78766

Speaking of GARP, I like Blackline (BL). It does solve a problem and seems to be ramping up to profitability (haven't looked at the accounts in detail, though), but to get customers to move from Excel spreadsheets (which do obviously have flaws) is a tough ask. Furthermore, the share count is an issue.

To: Spekulatius who wrote (75791)	6/22/2024 3:57:07 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78766

ULTA/SBH. ULTA - I sold earlier, but kept a few shares. Recently been adding a little as stock has fallen. Looking to add a bit more if it'll fall a little further. I like the consistent revenue growth. P/e is --compared to itself-- low. I also categorize ULTA here as a GAARP stock. In the cosmetics sector, I believe SBH is still a value stock. A poor last quarter, and maybe not so great for remainder of year. Company profitable every year though. Sells at a 7x p/e. Company has various initiatives to increase sales -- more emphasis on its own brands, as an example. I'll continue to hold my shares for another few quarters to see what happens. finance.yahoo.com