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CDA: General Discussion, page-159

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daicosisgod

12,109 Posts.

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30/04/24

14:30

Post #: 73585059
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Originally posted by BuffettWarren ↑

The PE is getting into 'high' territory - but that depends on which sector you are putting it into really. Some companies obviously in the tech sector have PEs much higher. So the earnings growth is the thing I'll be watching carefully. Nothing new there LOL as that is the case with all share investments (that have earnings). But I guess watching it in terms of revenue growth from the existing businesses. Is CDN generating the revenue growth only through acquisitions or can it grow internally from here? On average, only around one third of all takeovers end up being successful long-term.

The short term cash position could be higher, but I don't think debt is an issue even with the current interest rate environment going forward. But that comes back to those earnings numbers. Last year's full numbers weren't great, so I'll be assessing again in Sept. The half yearly in Feb was solid so hopefully adds a few more cents onto that earnings number to keep me happy.
Happy for others to rip into that assessment!

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Thanks B for the feedback.

For me growing the EPS is the most important thing that I look for. I cannot control the P/E Ratio as that is market sentiment.

Let's hope the momentum in CDA is maintained well into 2025.

Cheers......D

CDA Price at posting: $10.91 Sentiment: Buy Disclosure: Held
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(20min delay)
Last $11.00		Change 0.295(2.76%)		Mkt cap ! $1.981B

Open	High	Low	Value	Volume
$10.71	$11.05	$10.71	$933.2K	85.33K

Buyers (Bids)

No.	Vol.	Price($)
17	327	$10.99

Sellers (Offers)

Price($)	Vol.	No.
$11.00	251	9

View Market Depth

No.	Vol.	Price($)
23	430	10.990
15	521	10.980
10	517	10.970
14	1722	10.960
7	463	10.950

Price($)	Vol.	No.
11.000	179	6
11.010	395	9
11.020	357	6
11.030	1042	8
11.040	414	6

Last trade - 13.34pm 21/05/2024 (20 minute delay)


Last $10.95			Change 0.295 ( 2.11 %)
Open	High		Low	Volume
$10.71	$11.05		$10.71	16530
Last updated 13.51pm 21/05/2024 ?

CDA (ASX) Chart