04-22-2021, 10:42 AM
Love your enthusiasm. You don't need to solve the riddle in a week. It's a worthy project. Growth in FCF is what gives a company the freedom to pay shareholders and the business. DGI isn't about this year so they have to be prepared for hard times. Need to address risk. Something as simple as credit rating or current PE vs historical.
Using your examples JNJ has amazing credit. AAPL is flush with cash. AAPL PE is ridiculous vs historical. IMO AVGO has the best prospects for growth with a reasonable PE. Aristocrats become aristocrats for a reason. They properly prepare for hard times and survive it for decades. It matters for a long term DGI hold and long term is what DGI is about.
Using your examples JNJ has amazing credit. AAPL is flush with cash. AAPL PE is ridiculous vs historical. IMO AVGO has the best prospects for growth with a reasonable PE. Aristocrats become aristocrats for a reason. They properly prepare for hard times and survive it for decades. It matters for a long term DGI hold and long term is what DGI is about.