30-06-2014, 09:44 AM
(30-06-2014, 04:05 AM)smalkmus Wrote: [quote='Muser' pid='87653' dateline='1404052251']
[quote='smalkmus' pid='87567' dateline='1403882385']
[quote='Muser' pid='87545' dateline='1403873113']
[quote='CY09' pid='87539' dateline='1403864649']
Going to your question of whether Super has the ability to be a success story, I am not so sure as well. They need a key product with USP (unique selling point) to be their beach head (key product hurdle), just like what 100 Plus did for FNN. If you catch your friend only drinking or subconsciously consuming a Super product, that will be a good signal to look into it. Price is still essential though.
High PE doesn't matter. If the company earns higher than 15% returns on capital over many years, that's sufficient margin of safety to provide high returns.
That's the difference between buying cigar butts (statistically cheap stocks) and paying up for quality stocks.
Check this http://www.outlookbusiness.com/article_v...tid=285698