09-30-2014, 08:38 AM
I like TUP quite a bit. Out of my portfolio of 66 equities my screening quant ranks it #13.
I like the 20% ROIC, 3.9% dividend, 26.8% 5 year chowder, and a current P/E of 15.0 vs 11.6 for forward P/E.
However they have a ton of dept ( 3.2 debt / equity ) and an interest coverage of only 8.2. Rising rates could hurt, tho I don't have a snapshot of their long term debt structure in front of me.
It occupies a full position in my portfolio.
I like the 20% ROIC, 3.9% dividend, 26.8% 5 year chowder, and a current P/E of 15.0 vs 11.6 for forward P/E.
However they have a ton of dept ( 3.2 debt / equity ) and an interest coverage of only 8.2. Rising rates could hurt, tho I don't have a snapshot of their long term debt structure in front of me.
It occupies a full position in my portfolio.