05-08-2017, 11:35 PM
(05-08-2017, 02:18 PM)Binary Wrote:(05-08-2017, 09:50 AM)crimsonghost747 Wrote: Munich Re certainly looks interesting... decent business model and the basic numbers seem to be very much in order, except for the EPS which has a trend I'm not too fond of. And honestly I'd love to have some more companies paying in Euro.
A big thank you to everyone for all the tips so far. I've spotted at least 4 interesting ones that I'll be taking a closer look at.
Which 4?
I'll almost certainly start a position in OHI.
BX is really hard to understand. I'm still looking into it but right now I'm a little skeptical, seems like the business model is a bit too volatile for my taste, however more research is still required.
Munich Re... the only thing wrong is the stagnant EPS. For me a steadily rising EPS is one of the more important metrics, and they certainly haven't done that in the past 5 years, even with all the repurchases they are making. So I think I'll forget this one for now, but I'll keep an eye to see if this issue gets solved.
While I'm not a big fan of oil companies, RDS will still get a closer look.
Chances are I'll also grab another Canadian bank into the mix, I love owning CIBC but I might want another one there to diversify a little as this position is getting very large. They are yielding around 4% now.