Consumer Staples SPDR XLP

August 21, 2006 - 10:08pm EST by

member

						2006	2007
Price:		25.25		EPS
Shares Out. (in M):		0		P/E
Market Cap (in $M):		1,444		P/FCF
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT

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#	AUTHOR DATE SUBJECT
11	member 3/05/07 7:39PM buffett
I've heard those arguments before. One story I've heard is that outsourcing has "changed the game" so to speak in terms of corporate profitability since now firms can earn much higher returns on capital by... login to read the rest view available tags
10	member 3/05/07 4:49PM Re: Market Valuation
One issue is corporate profits vs. GDP, which recently hit 10%. Warren Buffett's 1999 Fortune article stated that he views corp profits above 6% of GDP as an anomaly. At 6% of GDP the market's... login to read the rest view available tags
9	member 3/05/07 3:52PM Thank's and follow on
I realize that the staples listed are not likely to experience a major decline in earnings in the event of a recession. What I said was that Mr. Market is indicating that is the case... login to read the rest view available tags
7	member 3/03/07 6:22PM Market Valuation
Does anyone have any opinion on why long term interest rates are so low? It seems that there is a disconnect with stocks and bonds right now. With 10 years treasuries yielding only 4.5% and... login to read the rest view available tags
5	member 11/30/06 9:38AM Buy the market instead?
The idea is interesting, but I wonder if you could apply the same logic to the market as a whole? I come up with the market being the cheapest in the last 30 years... login to read the rest view available tags
3	member 8/22/06 4:03PM i hear you
I own this in my pa and categorize as a 'buy-and-don't-look-for-20-years' position. that said, the problem is, our investors would probably not be pleased paying us 2-and-20% for holding an ETF. view available tags
1	member 8/22/06 12:00AM Nice write up
It's a very interesting write up, and I believe there are a lot of opportunities in this space and this idea probably will do better than the market. However, maybe it's hubris, but I don't... login to read the rest view available tags

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