Muslim Marine - anyone following him?

[SID_NY]

Re: Muslim Marine - anyone following him?

@Southie

Good question.

Compare it’s p to e with the p to e for its industry. It shoukd be at least 10 pct lower. Also it’s p to e shoukd be 15 pct lower than its historical average.

I don’t like to buy p to e > 16 with e based on last 12 months.

You also need to look at balance sheet and cash flow.

P to OCF < 15
Net debt to equity less than 0.1

Also, look at the weighting of that sector in snp500. If it is under weighted compared to historical weighting that sector is a good candidate. Case in point - the oil stocks such as xom cop cvx bp tot rds.a

These r big oil and do both exploration and refining. Except cop. Which does exploration only.

Mining stocks also are beaten up. But here the high debt may be an issue. So be careful and look at balance sheet also.

These r general guidelines.

I think i forgot to mention “Angreji only”..

I take my tag back… sigh