Just before the weekend another article of mine was published on Seeking Alpha. The topic of the article is total return in the industrial gases sector. Total return is based on different variables like revenue, margins, outstanding shares and valuation multiples. Insight into the breakdown of various contributors to total return provides an investor with knowledge about which components have been important and whether repeatability can be expected in the future. Fellow author Eli Inkrot has written at length about this topic, recently in a side-by-side comparison of Kroger (NYSE:KR), Wal-Mart (NYSE:WMT) and Target (NYSE:TGT). As I have written about the industrial gases sector before, I was interested to see how this analysis worked out.
You can check it out here, it's called: Total Return In The Industrial Gases Sector: Why Airgas Outperformed Praxair And Air Products And Chemicals
You can check it out here, it's called: Total Return In The Industrial Gases Sector: Why Airgas Outperformed Praxair And Air Products And Chemicals
This is a space that I am interested and want to learn more about. Thanks for the writeup...will be sure to check it out and share it with the readers, Robin.
ReplyDeleteHope things are well on your end. Been a while since we said hi.
R2R
Hi R2R, great to see you back here. I hope the article provides you with some insights! Best regards.
Delete