tag:blogger.com,1999:blog-9031526429482744032.post1838421510981779864..comments2024-03-29T00:20:06.554-07:00Comments on Don't fuck with Donville: ROE VS EPS growthPenetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-9031526429482744032.post-88279338639502895262016-04-04T15:54:45.155-07:002016-04-04T15:54:45.155-07:00I agree. I keep a short list of really good small ...I agree. I keep a short list of really good small cap funds and Mawer New Canada is probably the best of them all and have an outstanding long term record. Martin Ferguson who was interviewed in Speziale's new book recently retired from leading the fund and has left it in the hands of disciple, Jeff Mo.Gavinhttps://www.blogger.com/profile/04771103734767703683noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-33384272138145414382016-04-04T14:48:56.458-07:002016-04-04T14:48:56.458-07:00I do think that Jason Donville is a good investor ...I do think that Jason Donville is a good investor .. but the best to myself ..is Mawer management you shall take à look at the mawer new canada fund .. 14 %/year over 28 yrs .. i am taking a lot of my investments ideas here .. and i own a full bag of maw150 :) RegardsAnonymoushttps://www.blogger.com/profile/03239767502395002147noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-57027610049091377072016-04-02T06:37:12.326-07:002016-04-02T06:37:12.326-07:00Disnat. But I think Morningstar offers the informa...Disnat. But I think Morningstar offers the information.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-13143078198972601112016-04-02T06:23:59.550-07:002016-04-02T06:23:59.550-07:00if you don't mind sharing, what sources do you...if you don't mind sharing, what sources do you use to determine ROE at a particular point in time? Anonymoushttps://www.blogger.com/profile/08056030195668745237noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-17870735164417637912016-04-01T11:27:35.981-07:002016-04-01T11:27:35.981-07:00Yeah, right. I haven't written that precision ...Yeah, right. I haven't written that precision but to me, it's obvious that the debt level should be considered.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-89723153081890170312016-04-01T10:29:31.130-07:002016-04-01T10:29:31.130-07:00It is easy to goose your ROE by taking on a heavy ...It is easy to goose your ROE by taking on a heavy debt load. Be careful to include an examination of a companies debt because ROE alone does not tell the story. ChelseaSquarehttps://www.blogger.com/profile/06489122666969355892noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-57614249019452973442016-04-01T05:05:10.931-07:002016-04-01T05:05:10.931-07:00I have GIB, ATD-B, CSU, DLTR, ROST that are all ba...I have GIB, ATD-B, CSU, DLTR, ROST that are all baggers or multi-baggers.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-2507267340515325392016-03-31T22:08:50.671-07:002016-03-31T22:08:50.671-07:00Excellent Pen!
ROE and EPS growth are 2 core metri...Excellent Pen!<br />ROE and EPS growth are 2 core metrics of the best capital allocator... That's why when best CEOs are seeing unused capital, they are using the cash to repurchase some shares if the price make sense... Doing that they are decreasing the Equity- boosting the return on a smaller Equity and increasing EPS with a smaller number of shares... If management is able to grow sales and margins organically and by acquisitions on top of that, you will see a multiple bagger after a while in your portfolio.<br /><br />Do you have a bunch of multi-baggers in your portfolio?<br />I had VRX ;-( , I have also ORLY, ATD.b, MRU, MHK & WFC...<br /><br />ValueValue Manhttps://www.blogger.com/profile/15163871064041908898noreply@blogger.com