Row 51620

Row ID: 51620 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 51620 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

They have SO…MUCH…CASH. No debt. Sure, the days of 40, 50, 60% EPS growth is likely behind them, but results of their demise seem greatly exaggerated. I took today’s news as a chance to buy. I’ve never held LULU but watched for a long time, I’ll take 12% growth over just about anything with the macro picture we have today.

It hasn’t traded as this low a P/E since 2018. Has been trading at 35-40 P/E since then. Today sitting at 22…

With that much FCF I’d wager that if they can’t get back to previous growth rates they use that cash for buybacks or dividends in the near future. Both great for shareholders.

FieldValue
text They have SO…MUCH…CASH. No debt. Sure, the days of 40, 50, 60% EPS growth is likely behind them, but results of their demise seem greatly exaggerated. I took today’s news as a chance to buy. I’ve never held LULU but watched for a long time, I’ll take 12% growth over just about anything with the macro picture we have today. It hasn’t traded as this low a P/E since 2018. Has been trading at 35-40 P/E since then. Today sitting at 22… With that much FCF I’d wager that if they can’t get back …
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-22
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Raw Record

{
  "text": "They have SO…MUCH…CASH.  No debt.  Sure, the days of 40, 50, 60% EPS growth is likely behind them, but results of their demise seem greatly exaggerated.  I took today’s news as a chance to buy.  I’ve never held LULU but watched for a long time, I’ll take 12% growth over just about anything with the macro picture we have today.\n\nIt hasn’t traded as this low a P/E since 2018.  Has been trading at 35-40 P/E since then.  Today sitting at 22…\n\nWith that much FCF I’d wager that if they can’t get back to previous growth rates they use that cash for buybacks or dividends in the near future.  Both great for shareholders.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-22",
  "username_encoded": "Z0FBQUFBQm5Lak1Uc09zZjFHRTlKU0c0Ung2ODFNWVhJamJtUXVSTXViWHN3Q0hKSnpzb3lfVGpaRkJMSzhKT0dBS2FsQTJiQXlxWERyYXhVb3pqdm84U0dXVGk2UTM2M1E9PQ==",
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}
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