![]() ![]() Horton personally and for most of my clients. Also, past performance doesn’t predict future results.ĭisclosure: I own D.R. These results shouldn’t be confused with the performance of portfolios I manage for clients. The only good performer was Auto Nation (AN), up 7%.īear in mind that my column results are hypothetical: They don’t reflect actual trades, trading costs or taxes. They lost 19.2% from Jthrough July 13, 2022, while the S&P 500 lost 9.4% (Both figures include dividends.) Netgear NTGR and Tutor Perini TPC lost 49% and 31% respectively. My choices from a year ago were mostly duds. Of the 19 columns, 16 have been profitable and 11 have beaten the index. Value investing was having a heyday at the time. The good performance is due in substantial part to returns of 177%, 99% and 69% from 2000 through mid-2003. I wouldn’t expect to produce 30% returns on a consistent basis. Unlikely as it seems, the average one-year gain on my selections has been 30.1%%, compared to 9.4% for the Standard & Poor’s 500 Index. Starting in 1998, I’ve written 19 columns about stocks with low price/sales ratios. And it’s true that the Federal Reserve is raising rates aggressively.īut as I see it, rates are still well below where they were in the last great housing boom, around 2005-2006. Everyone is worried that high interest rates will cripple home sales. Shop Foot Locker in Monroe, LA at Pecanland Mall Foot Locker is a leading global athletic footwear and apparel retailer. Horton’s median price-to-sales ratio over the past decade has been 1.09. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators. homebuilder and sells houses at a variety of price points. ![]() Right now, lots of homebuilding stocks sell for a low multiple of sales. Beneteau have been building boats for more than 135 years and are leaders in quality and innovation. As the Guernsey dealer for the Beneteau range of sailing and motor yachts we offer an unrivalled range of new boats from 5 - 19 meters. Only three analysts cover it, and they all rate it a tepid “hold.” But if I’m right about this stock, it’s a good holding for people with a time horizon of two years or more. New Horizon yachts was established over 25 years ago and became part of the South Pier Marine group in 2015. The company has shown a profit 11 years in a row (every year since the Great Recession), and has increased its earnings by better than 15% per year in the past decade. Shop Foot Locker in Humble, TX at Deerbrook Mall Foot Locker is a leading global athletic footwear and apparel retailer. Worthington Industries WOR, based in Columbus, Ohio, makes pressure cylinders for gases, tanks for the oil-and-gas industry, and cryogenic pressure vessels to hold liquefied natural gas, among other products. The net margin poked back above 3% in the first quarter of this year. I think that the company’s “Minute Clinics,” where customers can see a nurse, is a good innovation, and may be a traffic builder. ![]()
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