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 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Sector talk
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smartcat
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Quote smartcat Replybullet Posted: 20/Jul/2009 at 2:43pm
Now BILT is now looking a lot better than before.  But why do they keep restructuring their business every few years? 1998, 1999, 2000, 2007, 2008... Instead of trying to become big, it looks like they are trying to become small.
 
But I guess a consumer company will have a 2 - 3 times higher P/E than a commodity company.
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nitin_jagtap
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Quote nitin_jagtap Replybullet Posted: 20/Jul/2009 at 5:59pm
The intangible aspects of a direct consumer business like brand, distribution capability, retail real estate value would help to command a higher valuation IMO
Warm REgards
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huai0592
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Quote huai0592 Replybullet Posted: 20/May/2011 at 9:55am
I am a newer here.
Glad to meet u.
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