Simply put, it's hard to make
a strong valuation case today despite NNN's strong business fundamentals.
Not exact matches
In this
case, many LPs have incorporated the high performance of Unicorn
valuations into their overall results which has created very
strong performance gains for the venture capital category.
Cheap
valuations make the
case even
stronger.
Note that in the 1987
case, the unusually
strong 10 - year return reflects a move to the extreme bubble
valuations in the late 1990's, which have in turn been followed by 13 years of market returns below Treasury bill yields.
When you start digging around, you can make a
strong case that
valuations for the most part are pretty reasonable among some of the larger tech companies.
Stronger growth, higher inflation and low equities
valuations make a compelling
case for a fresh look at Japan.
Withdrawal Rates at Favorable
Valuations The
case against a single best allocation is even
stronger when you introduce the human element.
Generally, just as in the
case of factors, we see that aggregate
valuation is a slightly better predictor of subsequent returns compared to P / B, but both show quite
strong predictability.
Juicy Excerpt: It's not that the
case for
Valuation - Informed Indexing is not
strong enough.
This chapter makes a
strong case that stock
valuation is the only important factor in stock selection.
Fortunately, this final stage may present asymmetric risk / reward — I suspect the judge will have little sympathy for any argument undermining the previous $ 26 million
valuation, while there's a
strong case for a much higher
valuation.
Well, except for the recent dose of pessimism we've been experiencing since November... In terms of
valuation, and the
stronger dollar, I expected the S&P to retrace / trade sideways for quite some time to come — but I also hoped to see it throw up some high quality growth stocks to consider averaging into, which has certainly proved to be the
case with some v interesting individual stock bargains now on offer.