frommi
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Posts posted by frommi
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I would say be prepared for a rise in rates, but don`t rely on it. Avoid REITs, long term bonds and stocks with a huge debt load?
Probably mix in some banks and insurance companies. :)
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Hm i think its not a good idea to value it on pure earnings. It sounds as its easily replicable especially now when all financials are public and it has so much publicity. So you have perhaps 1 or 2 years until someone steps in and beats down the margins or takes customers of you. And it needs active work, even if he says its not much time necessary. I would say around 2 years profits could be a fair price (130k), so i would pay 1 year profits or 65k.
But in reality i have no clue. ;D ;D
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This is a really strange way to look at it… It is as if, instead of thinking how to use the new free cash my businesses generate, I would be constantly looking for someone who might be willing to buy those businesses from me… Yes, I might consider to sell a business… but only if it becomes extremely overvalued! This certainly doesn’t mean that I am going to put all the free cash generated by that business back into it! This is clear, isn’t it? I have never done so, and I will never do it… yet, I don’t sell my businesses!
Exactly like it is for my businesses, also for a stock that I bought at BV and that can compound at high rates for many years into the future, I am willing to stick with that business through all the ups and downs. (Unless, of course, it becomes extremely overvalued!) This doesn’t mean I will add to my holdings on the ups… right?
Gio
I agree with you and Eric on this one, but what is extremly overvalued in your eyes? I currently would sell my "premium" holdings like KO or JNJ at 50% overvaluation, but i am not sure if this is too low. And i want to think about that before it happens, because i know that i would trick myself when that limit is reached and i am not prepared.
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I don`t know if it helps, but here is a 130-year chart of 10y treasury yields. http://www.multpl.com/interest-rate/
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0%, but i have a monthly cashflow from my job :)
Career Advice
in General Discussion
Posted
Those opportunities don`t come often along, so just take it as Kraven said. Its possible that your boss won`t give you another chance in your carrier when you pass on that one. When you like equity investing so much, just do it at home with your own money or perhaps when you have time in your job. Its never wrong to get more knowledge, even when its boring on first sight.