Value Collector's latest activity
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My own view is toward somewhat higher domestic market consumption as a distinct possibility. At the residential level there's a lot of... -
Yep i saw a similar chart thus came to my conclusion, demand will be strong going forward for at least a decade.
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Value Collector replied to the thread APA - APA Group.if you take a look at this prediction graph, ignoring the purple because that is the export market that APA is less aligned with, and...
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Value Collector replied to the thread APA - APA Group.@finicky Take a look at a couple of these slides to better understand APA. In particular notice the big difference between the...
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Value Collector replied to the thread APA - APA Group.I ran some numbers, it’s an 8.5% dividend yield at face value. But, considering that the next dividend goes ex dividend in less than 2...
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Value Collector replied to the thread APA - APA Group.The free cash flow does translate to strong dividends, their dividend has risen every year for 25 years. Book value is artificially low...
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Value Collector replied to the thread CSL - CSL Limited.It also is the type of company that many believe to be “recession proof”, some people would be willing to pay a much higher than normal...
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$5.47 USD was the EPS for CSL in FY2024. in FY 2014 CSL generated EPS of $2.70 USD. It slightly more than doubled its EPS in 10 years...
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I do not own the stock but if I currently had spare cash I would buy some. It is certainly starting to look attractive now.
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Value Collector replied to the thread APA - APA Group.When in doubt buy more, I have topped up twice recently, 8.5% divvy with tax advantages is pretty seductive. I spent around 2 hours...
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Value Collector replied to the thread CSL - CSL Limited.An interesting test of that theory would be to go back to a year (say 5 years ago), where it’s pe at the time would have made you think...
