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antioch6 replied to Announcing the bigger and better than ever, 2025 Pick of the Year (PotY) contest!in DiscussionMy pick was good in the beginning of the year, but I never bought it because of the high p/e of 24 to 22. It was mostly a momentum trade which can change at any moment like was seen by most of the picks through the year. I guess this entire year was moves derived from momentum, because the fundamentals...
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I sound matter of fact these days without being sarcastic when I say this. I did check AGRPY's earnings and converted them to USD when I made my calculation. I used the total revenues of 110 billion zar instead of the 22 or 25 billion zar of net income or even non existent in 2020. That leaves agrpy...
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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.
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Is that right they have 451 Billion in Cash and they are selling for 57 Billion. 183 Billion in debt. I still can't find their Depreciation and Amortization, normally under Cash Flow statements. How can they have 451 Billion in Cash and sell for 57 billion.
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I am looking at each stock from a cash analysis. B looks like the earnings are unsteady over the years, with a large spike in profits after the increase in gold price. GCT is similar in that it does not have a long history of stable earnings, instead earnings spike in 2023 and look high now. It might...
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Great trading on DXPE guys. I'm left out on the meats and cheeses, actually I just ate some cheese earlier today. The low cashflows from capital expenditures made me stop when I was picking DXPE. I just want to know the acquisitions are good investments. But congrats Bluewolf I had little doubt if any...
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antioch6 replied to Announcing the bigger and better than ever, 2025 Pick of the Year (PotY) contest!in DiscussionThat's not that serious. If you consider the volatility it's had through the year. Does that make Oracle a better buy now?
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Thanks Jieson, I guessed the increased business was from the A.i. buildout, but you confirmed it for me. When I looked at DXPE's earnings history, the money is not steady but growing quickly. If it's only going to last another 2 years, that's not too long for a business. Imagine a business you owned...
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