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

To: Harshu Vyas who wrote (76547)	11/15/2024 8:34:41 PM
From: Grommit	4 Recommendations Recommended By berniel E_K_S Harshu Vyas Spekulatius Read Replies (1) \| Respond to of 78702

HSY. better bets elsewhere. 3% yield. no earnings growth. stock overvalued. price drop could easily wipe out the dividend. >>>I think people will continue to consume and love chocolate. irrelevant. >>>do you guys think the stock is cheap at 20x earnings no. HSY ############################# here's one with 4% dividend and PE 15 EPS fcst very reliable. hard assets. (REIT). stock price flat YTD. but was up 15% in August. I added more this week. possibly boring. STAG $13.6 / 2.52 = 14.4 PE 2025 5% earnings growth 2025 >>> 42.2% of expected 2025 new and renewal leasing has been addressed, consisting of 6.1 million square feet, achieving Cash Rent Change of 22.4% as of November 11, 2024

To: Harshu Vyas who wrote (76547)	11/16/2024 9:10:26 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78702

HSY is a reversion-to-mean stock for me, and yes, I have established a tracking position in it and am adding to it as stock falls. The business is stable, slow growing, not likely to be obsoleted. HSY is controlled by the Hershey Trust, so no activist investors likely here. P/e about 20 is under 10-year median of about 25. (Thus the revision idea) 1. I don't view it as a value stock. P/e high, margins not high enough. 2. The upside to this stock is small (say the analysts); the % gain from current share price (including the small div. yield) doesn't or shouldn't really appeal to investors/speculators, I'll guess. I'm involved with a number of reversion-to-mean stock ideas, and I have no problem also including a small bet here on HSY too. I don't see an opportunity risk for me here, because I have a large cash balance available for anything compelling that comes my way. 3. Grommit is right though, imo. Better stock plays for you/others are elsewhere.