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The 3rd part of the dow jones articles $$ XOM $WMT $VZ $UTX $T

Glen Bradford
Glen Bradford@DoNotLose
·1 min read

To be honest, I just stopped caring about putting words along with these price ranges and submitting it to SA. It's just not worth it to me. I mean, I don't own them, what's the point, right? When there is no point, I don't put in much additional effort.

those can be found here and here

http://seekingalpha.com/article/246999-pricing-the-dow-jones-industrial-average-part-1

http://seekingalpha.com/article/247512-pricing-the-dow-jones-industrials-part-2

MRK - $35-$40

MSFT - $28-$35

PFE - Terrible with acquisitions, building an empire instead of shareholder value. $15-$20

PG - $60-$70

T - $25-$35

TRV - $50-$60

UTX - $75-$85

VZ - $35-$40

WMT - $55-$65

XOM - $80-$95

Sad part is that after doing this analysis I felt really generous. I didn’t take into account the systemic risk of peak oil, high inflation, or an event that is otherwise unpredictable. Maybe I was sad because I look at companies at 1/5th the price of these for earnings growing 5x as fast? I dunno. Glad I got to recalibrate my mental framework though.

Disclosure: I don’t own anything mentioned, except lots of products that these companies make. It’s impossible not to.

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Glen Bradford

Glen Bradford

Investor · Builder · Writer

MBA from Purdue. Former hedge fund manager. Holds 26 series of Fannie Mae and Freddie Mac junior preferred stock. Built Cloud Nimbus for Salesforce consulting. Author of Act As If. Writes about investing, building things, and the longest financial fraud in American history.

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