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aceskc

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Everything posted by aceskc

  1. Fair pt about AMZN & TSLA, happy to take sales growth as a proxy for companies still GAAP unprofitable, but must have a reasonable path to profitability... Yes 20% is a definitely a high threshold, but still an achievable one..how many of them are predictable as well as under-appreciated is a whole other question; but this thread is meant to address only the first part of that problem...20% growth (appreciated in stock price or not)
  2. Doing this exercise myself, so thought i would open up the discussion to the broader group...which companies if any in your do you expect 15-20%+ annual EPS growth for 3 to 5 yrs going forward.. Few in my portfolio are below: BIDU, SRG, CNSWF, possibly CMG if traffic can normalizes in a yr or two..... I hear similar arguments about AAPL, GOOGl, FB but struggle to believe such high growth is sustainable from current earning levels.... AMZN, TSLA, UA other growth candidates but priced as richly.. thoughts?
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