4 Comments
User's avatar
Merlijn's avatar

If you came to these stocks why do you still give three out of four a sell advise?

Expand full comment
Dividend Talks's avatar

Hi Merlijn, perhaps I have not explained it well enough but the point I'm trying to get at is that for a 30% Margin of Safety it was be at those acceptable buy prices which if it currently says "sell" it means it is not there yet but very close to being.

For example, stock 1 Zoetis (ZTS) at time of publication was $162 and at a 30% MoS it would be a buy at $158.50.

Does that make sense?

Expand full comment
Merlijn's avatar

Ah that makes it clear indeed, so if the price is close to the MoS price you give it a sell recommendation. If it is below that MoS price it is a buy right?

Expand full comment
Dividend Talks's avatar

It really depends on what margin of safety investors want, for example for Zoetis above it already offers 25%.

Have you seen my YouTube videos as I go into a lot more detail on Companies and I think it'll make more sense.

https://www.youtube.com/@DividendTalks?sub_confirmation=1

Expand full comment