First off,$ニューコア(NUE.US)$was soaring to the skies 🚀 while$BHP Group Ltd(BHP.AU)$was taking a breather at a lower level. But here's the kicker - BHP offers a WHOPPING 4.99% yield compared to just 1.1% from NUE! 💸 And guess what? Their expected EPS in 2024 still gives us roughly the same P/E ratios. 🤑 Plus, I'm NOT a fan of Nucor's crazy stock repurchases! 😒 I like to keep a diverse mix of metal/commodity stocks in my...
Nucor's low P/E ratio is due to poor earnings and the expectation of this trend continuing. The weak outlook is expected to suppress share price growth.
Market expectations for growth seem moderated even with a 204% share price increase over three years, given Nucor's current P/E ratio. The significant TSR outperforming share price return, largely due to dividends, and a five-year TSR of 28% per year, indicate a business worth monitoring.
High insider ownership at Nucor, despite potentially aligning company and shareholder interests, is causing concern due to increased instances of insider selling, including activity by Leon Topalian.
Concerns are raised by substantial insider selling activity in Nucor, especially without insider purchases to balance. The lack of insider buying activity over the past year hampers confidence despite encouraging insider ownership levels.
Nucor's rising ROCE showcases its consistent ability to reinvest capital at higher rates- a characteristic of potential multi-bagger stocks. The strong performance over the past five years has caught investor attention. This warrants further evaluation of the company.
ニューコアに関するコメント
🔥 I've made a BIG switch from NUE to BHP and here's why it feels so RIGHT! 🚀
But here's the kicker - BHP offers a WHOPPING 4.99% yield compared to just 1.1% from NUE! 💸 And guess what? Their expected EPS in 2024 still gives us roughly the same P/E ratios. 🤑
Plus, I'm NOT a fan of Nucor's crazy stock repurchases! 😒 I like to keep a diverse mix of metal/commodity stocks in my...
BRING EM ALL WITH YOU
$スチール・ダイナミクス(STLD.US)$
$USスチール(X.US)$
$テルニウム(TX.US)$
$ゲルダウ(GGB.US)$
$コンパニア・シデルルジカ・ナシオナル(SID.US)$
$Radius Recycling(RDUS.US)$
$コマーシャル・メタルズ(CMC.US)$
$テナリス(TS.US)$
$ライアーソン・ホールディング(RYI.US)$
$ニューコア(NUE.US)$
STEEL
My beast went off, and I didn't even post about it 🤑😥
let's see how other STEEL is doing
Domestic
$USスチール(X.US)$
$スチール・ダイナミクス(STLD.US)$
$ニューコア(NUE.US)$
Foreign
$アルセロール・ミタル(MT.US)$
damn that is cheap, screw you Europe 🤣
$ポスコ・ホールディングス(PKX.US)$
Korea steel
$コンパニア・シデルルジカ・ナシオナル(SID.US)$
South America
$テルニウム(TX.US)$
Mexico 🇲🇽
$ゲルダウ(GGB.US)$
more South America (I like South America as an investment. if we won't work, China won't work, and Europe won't w...
Included in the growth list were tech giants $アマゾン・ドット・コム(AMZN.US)$$アルファベット クラスA(GOOGL.US)$$ネットフリックス(NFLX.US)$$メタ・プラットフォームズ(META.US)$$イーライリリー(LLY.US)$$インシュレット(PODD.US)$$チポトレ・メキシカン・グリル(CMG.US)$$コスター・グループ(CSGP.US)$
$T-モバイル・US(TMUS.US)$$ユナイテッド・レンタルズ(URI.US)$ were included in both the growth and value lists
On the value list were $ラルフローレン(RL.US)$$ホームデポ(HD.US)$$ゴールドマン・サックス・グループ(GS.US)$$アーチ・キャピタル・グループ(ACGL.US)$$アフラック(AFL.US)$$アプライド マテリアルズ(AMAT.US)$$ダーデン・レストランツ(DRI.US)$$ニューコア(NUE.US)$
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