DMP 1.41% $33.15 domino's pizza enterprises limited

Do you like DMP Pizza?, page-81

  1. 715 Posts.
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    CBA does not have an equity stake in houses, they are bondholders over the assets, also not sure how increasing interest rates is a bad thing for banks, are they going to lower the interest rate spread they charge? CBA at $60 would be a very nice floor if we get there but that supposes 11 times earnings which is unlikely.

    DMP was good between 40-45 but 32 times earnings is too expensive, it's a hold. Growth market? Maybe, but possibly saturated, at least in Oz. Earnings need to catch up, its getting close to a sell.
 
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