Use access key #2 to skip to page content.

pjani06 (29.92)

Short threshold factor 4.65 max eqty+earning multiplier

Recs

0

July 12, 2012 – Comments (13)

NOTE TO SELF

4.65 max multi for mega caps at very height of markets (tang eqty + earningsXmultiplier) [msft example]

can compare to apple

13 Comments – Post Your Own

#1) On July 12, 2012 at 6:37 PM, pjani06 (29.92) wrote:

apple and starbucks doesnt come to this yet.

lulu was at this threshold but not there currently.

CMG is AT THIS THRESHOLD around $383+/share

CRM is way above AT THIS THRESHOLD (safe cutoff @$44/share)

AMZN is way above AT THIS THRESHOLD (safe cutoff @$130/share)

ANV is below this threshold.

T is AT THIS THRESHOLD around $33+/share

NFLX is AT THIS THRESHOLD around $85+/share

BIDU was previously at this threshould

 

Report this comment
#2) On July 12, 2012 at 7:46 PM, pjani06 (29.92) wrote:

EQIX is above/ AT THIS THRESHOLD (safe cutoff @$145/share)

MNST is almost at the threshold

CL is below the threshold

AMT is way above AT THIS THRESHOLD (sale cutoff @$61/share)

ISRG is almost at the threshold

PRGO is below threshold

CTXS is AT THIS THRESHOLD around $70+/share

Report this comment
#3) On July 12, 2012 at 8:00 PM, pjani06 (29.92) wrote:

TSLA is AT THIS THRESHOLD around $32+/share

Report this comment
#4) On July 12, 2012 at 8:10 PM, pjani06 (29.92) wrote:

N is way above AT THIS THRESHOLD (safe cutoff @$28/share)

ULTI is AT THIS THRESHOLD around $75+/share

CIGX is way above AT THIS THRESHOLD (safe cutoff @$2.80/share)

Report this comment
#5) On July 13, 2012 at 7:12 AM, pjani06 (29.92) wrote:

CAR is way above thresh (safe cutoff 40% below)

Report this comment
#6) On July 13, 2012 at 11:01 PM, pjani06 (29.92) wrote:

MO is WAY above THRESHOLD (safe cutoff at $29.50/share)

Report this comment
#7) On July 16, 2012 at 11:41 PM, pjani06 (29.92) wrote:

ALXN is WAY above THRESHOLD (safe cutoff @$77/share)

Report this comment
#8) On July 16, 2012 at 11:46 PM, pjani06 (29.92) wrote:

MDVN is WAY above THRESHOLD (safe cutoff @$68/share)

Report this comment
#9) On July 17, 2012 at 3:00 PM, pjani06 (29.92) wrote:

CNQR is WAY above THRESHOLD (safe cutoff @46/share)

Report this comment
#10) On July 27, 2012 at 4:06 PM, pjani06 (29.92) wrote:

CCI and SBAC both are WAY above THRESHOLD (look to highs of BK survivors for historical comparisons ie Sprint, Level 3 comm, Ford, GM, Daimler, Airliners)

Report this comment
#11) On March 30, 2013 at 12:38 AM, pjani06 (29.92) wrote:

sprint approx 2.5x at 10yr height but exceeded 6+times at 2000 bubble

Report this comment
#12) On March 30, 2013 at 12:43 AM, pjani06 (29.92) wrote:

beyond 2000bubble levels both cci & sbac are above 6+times level

Report this comment
#13) On March 30, 2013 at 12:57 AM, pjani06 (29.92) wrote:

orcl approx 4.5+ at height of bubble

Report this comment

Featured Broker Partners


Advertisement