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Showing posts with label cyclicals. Show all posts
Showing posts with label cyclicals. Show all posts
Saturday, 20 December 2025

The 2 types of Cyclical Businesses: "Pure Cyclicals" (No Growth / Range-Bound) and "Growth Cyclicals" (Secular Growers).

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  This is a crucial concept for investors navigating cyclical sectors. Let's elaborate on these two types, which we can call   "Pur...
Friday, 19 December 2025

The raw truth of the performance of the plantation sector over the last decade.

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Plantation Sector The core business of palm oil plantations is brutally cyclical . Profits are a direct function of volatile global commodi...
Thursday, 14 March 2024

Cyclicals

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 CYCLICALS Traits • Sales and profits rise and fall in regular, if not completely regular fashion, as business expands and contracts. • Timi...
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Sunday, 20 August 2017

The 3 Killer Cs - Cyclical, Capital-intensive and Commoditised

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"The 3 Killer Cs" Not one but three 'killer Cs' lurk around the darkest corners of the business world.  If any one of the...
Tuesday, 30 May 2017

Valuing Cyclical Companies

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A cyclical company is one whose earnings demonstrate a repeating pattern of increases and decreases. The earnings of such companies fl...
Tuesday, 7 June 2016

KESM 7.6.2016

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KESM Charts Cyclical business PE has expanded and contracted over the years. Revenue growth is anaemic. PBT and EPS have gro...
Wednesday, 18 September 2013

Summary of Peter Lynch’s “One up on Wall Street”

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Peter Lynch ran the Fidelity Magellan between 1977 and 1990. During this time  he created the most enviable US mutual fund track record by a...
Sunday, 15 April 2012

If you are investing for long term, try to avoid cyclical stocks. But, it is ok to trade these stocks.

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Acknowledge its Industry Nature Companies have its own  business cycle . This especially true to cyclical stocks. Businesses like housing ...
Monday, 5 December 2011

Characteristics of Commodity and Cyclical companies and their Value Drivers.

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Characteristics of commodity and cyclical companies             While commodity companies can range the spectrum from food grains to precio...