dansberman

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Retired Residential R/E Dev. Grad Wharton MBA ‘87 Finance.

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CMI·9 months agoCMI: Rising Engine Demand and Sector Risks Will Shape Outlook Ahead

I see PE expansion CMI’s best chance to gain in price to $550-$600. I use PH as my comparison stock. PH is now nearing $900 a share but its PE is at 30x. Any company that has an Aerospace story to drive the PE from low 20x to 30x. This is only reasonable if EPS grow at a pace of33% more than the 20 PE stocks like CMI. I fear these high multiples even GE. GEV, HWMT, but notGD, or LHX. Why?

AUMB·9 months agoFully Permitted Gold Mine with 50 Baggers Potential

Why is anyone using a long term gold price of $4,500 rising to $5,000 per Oz.? If you use this value for a major producer like;B,AEM,NEM,AU, BTG, K92 MINING, WHAT VALUE DO YOU GET? Particularly,BTG is selling at a very low PE ratio and has a major Gold Mine in Canada coming on line. I do not understand the analysis that 1911 Gold put forth. It is flawed, they have no AISC base, and despite Gold holding $4,000 an ounce, I sincerely believe this inflation in Gold is in great part due to the lack of faith in Worldwide financial markets and the USA. If the Republicans loose control of Congress next year Ibelieve Gold may loose 20% of the current price. I am assuming a longer term price of$3,700. I am a Gold Bull.what is1911 A crazy Fact sheet.

FLGZ.Y·10 months agoINVESTING IN ZURICH AIRPORT- Safety

I am buying FLGZ.Y. I wrote it is part oof my portfolio reorientation. I transferred over 10% in Gold Miners from May through September. Now I am seeking opportunities in Nordic Companies and Swiss Companies. I bought SWZRF early this year and am add to this solid industrial. I further like a few American stocks for long term investment: GD I own. CMI, I own. PH I own.Sold CSL at a loss today to buy RYN & HENOY. But, I need time to shift $250,000 into Zurich Airport, Swiss Prime R/E. I also want to buy: AZZ,ATI, GLID, AER, ABB,SAP, EPR, FANUY, GFF, LKQ. I am not anti American, I am most interested in Portfolio construction. I understand to just identify a few stocks for quick gains is not Investing. In time you burn yourself out trying to find huge upside in trends. Trends fall when the market stalls and then drops. I will buy a few stocks if I believe in the Company. I own AppLovin. It is up 100% and I am a buyer at $550. I am just bored with the individual stock advise. I seek portfolio thinkers. How to allocate a few million, for example in a ump administration. They have destroyed European Individual Investors from Visiting and Investing new money here. These concerns over ride the latest AI hype stock. I am reorganizing to survive the next 3 plus years. Few investment ideas come across my desk. Zurich Airport is a great safe place to invest in my opinion. I seek ideas that mention both Macro thinking and Micro ideas. I am buying GEVand interested in HON break up. Do you buy at the break up after , I see no reason to buy it early. I also see opportunity in US Real Estate after a few stagnant years. I like ESS,EPR, RYN,MRP and could find more opportunities here. America is still has the best and most opportunities. It has a huge flaw. 41 trillion in debt a megalomanic as President who is profiting from his position, illegally. I made my money in Real Estate and Trump was the lowest rated Developer in manhattan. He did not donate to charity. A must in NYC.

PH·10 months agoAutomation, Aerospace, And Electrification Will Redefine Industrial Resilience

I love PH. It is a rare stock today. Buy for the very long term. If something alters PH sell. But, I see no shocks effecting the company. Innovation in high tech Industrials will be the long term benefit. Only for those happy to wait. $800 is the target. It may take a year or two. Then$900 or $1,000 will become the target. Innovation and I a few years another acquisition may alter my conservative outlook. No real money to be made in the next year. I will be pleased once the. Stock ceases to back off $750. It will come then $900. Only a Stock for patient money.

FLGZ.Y·10 months agoINVESTING IN ZURICH AIRPORT- Safety

I like Simply Wall Street. I often start here and the dig deeper elsewhere or vice versa. A great quick tool and visually useful.

IVSB.F·about 1 year ago

INVESTOR AB has a storied past and is a forward thinking Conglomerate. They own both public ally traded Equities like, ABB,SEB,&Atlas COPCO. They have developed an incubator of newer companies in fields where Management has expertise under the Patricia banner. The Company’s Annual Report is most illuminating. They see an Investment in their Co. as a long term proposition. They recommend a 10 year holding period and to truly reap the benefits this Conglomerate they really recommend a 16 year timeframe to reap the rewards of the Company. Read the Annual Report to fully understand. Third I recently decided to invest in INVESTOR AB as a safe place to avoid the Chaos of US current Policy, post April 2. Investor AB is a Swedish Company and the Swedish Kroner is an independent currency which has appreciated as the dollar has lost significant value under this Administration and I fear may continue to loose value as our Federal Debt just got a Big Bad Injection of massive defies and with the Tariff War unresolved may bring this country to an inflationary upward spiral while increasing the cultural divide exaggerating the huge gap between the wealthy and the poor. INVESTOR IS A LONG TERM INVESTMENT. I FEAR AMERICANS MIGHT NEED TO DIVERSIFY AWAY FROM THE USA. GOLD HAS NOT RISEN SO DRASTICALLY AND HELD AT $3,200 mark for no reason. Only cheap oil is currently helping us from a full blown recession, which we may be in.