RE:RE:RE:RE:RE:RE:RE:RE:HOLDING APH FOR A LONG TIMEAsk your bay street friend what a 'risk-free rate of return' is, then ask him why his calculations are so heavily based on a false set of assumptions. I'm guessing he tried to apply some of them to this industry using traditional comparative formula with inappropriate controls as the comparatives.
The similarities between financial analysis and scientific research is mind-blowing, you can use the same critical eye when evaluating publications from both fields.
tjw4 wrote:
I agree with this and I think Im realistic when I think we can get half of Molsons market cap in the 7-8billion area which would put this stock at 50+ (assuming ZERO dilution which we all know is not realistic so Id expect more of a 25-35 price in a few years).
FWIW my friends who work in major funds on bay street warned me to get out of the entire industry a couple months ago said the valuations are ridiculous and im crazy to be in it. I told them APH is different I do feel with this new EPS of 44c (assumption) we should at minimum double before July 1st, 18.