tag:blogger.com,1999:blog-9031526429482744032.post4383433135160401798..comments2024-03-29T00:20:06.554-07:00Comments on Don't fuck with Donville: Robert Half International (RHI)Penetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-9031526429482744032.post-31886577993756561472016-09-03T12:19:02.175-07:002016-09-03T12:19:02.175-07:00I heard that Dollarama is growing SAME STORE sales...I heard that Dollarama is growing SAME STORE sales by almost 6% per year. The other giants in that business cannot do even half that. If only that stock was not so expensive. It may be the first one to buy in a stock market correction.Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-64925916763275696952016-09-02T14:00:20.601-07:002016-09-02T14:00:20.601-07:00SWHC and RGR are good stocks. Great ROE and great ...SWHC and RGR are good stocks. Great ROE and great balance sheet. <br /><br />I'll probably buy one of them one day. But not more that 2 or 3% of my portfolio.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-72371741327919287242016-09-02T12:30:12.234-07:002016-09-02T12:30:12.234-07:00You are not contrarian. But you time your trades w...You are not contrarian. But you time your trades well. You prefer to buy after a good stock has been beat up and the price is lower (which is an intelligent approach). <br />I'm a dummy. I buy with the crowd and on very good news. I bought Smith & Wesson (the gun guys) just before earnings. We knew earnings would be spectacular...and they were. Guidance was revised much higher...and the stock proceeded to lose 7% today (the day after earnings). People sell int the good news. They also believe that gun sales are cyclical and sales will go down later. Meanwhile, Smith & Wesson has $150 Million to buy out new companies (knives, hunting accessories, etc).Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-72502865166191591572016-09-02T04:52:29.824-07:002016-09-02T04:52:29.824-07:00What? I don't think my approach is contrarian ...What? I don't think my approach is contrarian at all. Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-28154791178291499642016-09-01T14:21:00.571-07:002016-09-01T14:21:00.571-07:00I like your contrarian approach.I like your contrarian approach.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-22374580069604733622016-09-01T05:27:19.570-07:002016-09-01T05:27:19.570-07:00That's my only concern with this business: the...That's my only concern with this business: the perfornance of the stock.<br /><br />As I wrote, it's mainly because of PE contraction instead of growth in earnings.<br /><br />But, if someone believes that the rear view mirror is important before investing, that stock is not the best idea you could find.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-56814952469585828402016-08-31T19:53:31.959-07:002016-08-31T19:53:31.959-07:00I fear more contraction of the p/e and more slowin...I fear more contraction of the p/e and more slowing of growth...until there is no more growth and then comes the decline in earnings. If all they could do was gain 70% during five amazing bull market years, I doubt they will gain half of that in the next five years.<br /><br />If you go ahead and buy this stock, you'll probably end up selling it to buy more Dollar Tree and Ross Stores. I bet they both do better than Robert Half in the next five years.Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.com