Answers & Replies | Research into a Company with a PE ratio of 2 plus Some Love for CSL

[@heinrichberger3839]

Thanks for all the great content Kneppy. I recently sold out of Breveille, a bit too early as the price has gone up since selling. Their biggest market is America, most of their products are manufactured in China and some in Mexico. They have plans to relocate more to Mexico. I am going to be interested to see how the market reacts to the tariffs. The market didn't seem to be factoring this risk. I still think the long term looks good.

[@kneppyinvests7584]

kzbin.info/www/bejne/gmWodqmKp6hmppY

[@ZeusAI]

Hey Kneppy, love the analysis you give on the ASX companies. It’s certainly helping expand my limited knowledge. I know you’ve gone over MSB before, could you please give me an updated opinion on the company after the latest announcements. I’ve been an accumulator of MSB for 5 years and doing well, would love to know if you have an estimate on the future of the company for 2025. Thanks again for all of your opinions. 🤙🏼

[@kneppyinvests7584]

kzbin.info/www/bejne/gmWodqmKp6hmppY

[@TrungNguyenCao11202]

"Hi there, welcome to Kneppy Invests" love to watch your videos every day. LBL is still under EMA200 and on a downtrend, when do you think it is a good time to buy some shares of this company?

[@YourFrienjamin]

I propose Kneppy has a shot of his whiskey every time he sees outstanding results in any of his holdings 🍻

[@oneheroinmillion]

Bro.. are you into option trade or just equity?

[@kneppyinvests7584]

Just equity

[@brandonr6618]

BRK in reased their revinue by a lot on their last financial release, however their operating cost also grew by a lot. As a result their free cash flow was lower than last quarter. Any idea whats going on with that?

[@jasonwhiteley3612]

Monash Pabrai is one of the great investor & if your buying shares at a similar price as him(he just bought) you should do very well.Also appears that his buying is influencing other large investors. It may be cheap because increased tariffs should mean less trade or investors are expecting a recession. Danaos is likely to be very good value.

[@kapow4]

Would you sell BXN entirely and take profits?

[@kneppyinvests7584]

kzbin.info/www/bejne/gmWodqmKp6hmppY

[@YourFrienjamin]

KZbin's site navigation for community interaction is shockingly lacking.

[@rickthelian2215]

Micheal taking profit talk on ALL Aristrocat I have IAG Insurance and you have QBE both on 52 week highs again shares going higher😊

[@ibrahimsabouh5088]

Aroa biosurgery close correlation with Tela bio in the USA . TELA . There sales are down and hence the share price . ARX closely follows suit . Greatest indicator for ARX is what TELA is doing . Take a closer look 😎

[@hardworker7953]

I've just read Sigma/Chemist Warehouse merger prospectus (big doco) and after merger they will go from 1.6B to 11.6B shares. With this many shares they will be valued at abt $33.6B at current price. WOW is valued at $37B and Coles $26B. Compared to these and others are they over valued? I think they possible are. I'm a shareholder of SIG.

[@JustJamesDean]

what's the PE post merger?

[@hardworker7953]

I should emphasise it's a DRAFT prospectus

[@Stewpercy]

Yes that sounds crazy