The Army / Navy Data Dump

[mrmarket]

Watching the Army / Navy game and I came up with this set of stocks....which ones do you like?

AAUC ACLLF AGRPY ANPMF APA ARGTF ARMN ARREF ARWR ASCUF ATRA ATRO B BBVA BCS BDGIF BKRIY BLX BNPQY BSAC BUKS BVN BWLP BWMX CBKM CBL CDTX CGAU CHBH CIB CMRE CNQ CNXX COHN CSTX CX DAC DB DC DGICA DHIL DIMC DLAKY DNKEY DRD DX EDVMF EFC EFXT EGO ENGIY EVOK EZPW FBP FER FMBM FNLC FUJHY FULT GCT GEODF GLTO GMINF GTX HARL HLF HOUS HSTXF HYMC IAG IAUX ISNPY ITUB JCAP JFIN KEN KGC KNOP KNTNF LCNB LFGP LNC LNKB LONCF LTM LYBC MAUTF MFIN MISVF MITT MSB MT MTA NASB NEM NEWM NGD NLY NMR NTB NTCPF NUTX NWG OCANF OLMA ORZCF OSS OVBC PACS PBYI PCB PFS PL PUK RYAAY SAN SATS SCGLY SKE SLBK SMAGF SQM STRT SU SWDBY TD TGMPF TRIN UAN UBOH UNTC USAS VALE VFF VWAGY WCPRF WF WILC XWIN

[antioch6]

AGRPY looks good, 39.35% cash yield. The earnings are steadily increasing each year. I don't see any negatives. I'm going through them one by one so I'm only at number 3. AAUC had unstable earnings. ACLLF had negative yield and didn't have much to make up for it on the balance sheet.

[jiesen]

Just make sure to keep in mind that AGRPY's revenues are in ZAR, not USD. That's about a 20x difference, so make sure that's taken into account before you see sky-high earnings... that really aren't so big after the conversion to USD.

Also, looking at the numbers available on Yahoo! I see ACLLF's EPS going from $2 in 2021 to $4/shr now. Revenues are projected to grow from $5B last year to $5.5B this year and $5.7B in 2026:

https://finance.yahoo.com/quote/ACLLF/financials/

Doesn't look all that bad to me, but I'm curious what negative yield numbers you've found.... is it the FCF value of -660M you're concerned about? Seems to me like a drop in the bucket, for a complex finance structure that likely will hold up as long as the projected growth numbers materialize.

Not trying to rain on your parade, Antioch. I'm just doing a double-check on your math for you so you can see what you're doing more clearly is all. I'm no expert either, so feel free to check me on mine, too.