of everything I own, NTD is the cheapest
it is also a distributor, but in an industry where the tailwinds are not nearly as strong as tech. Until 2020, there was a squeeze on margins. The trough of the cycle is when NTD management bought a very large competitor at NTA. Since then, they've been flying. And still 5m in synergies to realise (Easy ones, like consolidating distribution centres)
id much rather that at 5-6 times forward earnings, versus something at 30 times. Even though DDR has a very nice tailwind from the ever expanding tech device world.
A 20% FCF yield is very hard to pass up
Short Attack - Price Manipulation, page-64
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Last
$10.47 |
Change
0.060(0.58%) |
Mkt cap ! $1.888B | |||
| Open | High | Low | Value | Volume |
| $10.44 | $10.57 | $10.37 | $1.324M | 126.4K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 847 | $10.41 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.47 | 332 | 2 |
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| Last trade - 16.10pm 22/08/2024 (20 minute delay) ? |
| DDR (ASX) Chart |