Value Investing with Sven Carlin, Ph.D. on $ALGT (Nov 3, 2026)
ALGT is fairly priced but not compelling: at a P/E of 22, estimated return is about 6-7% from 3-4% growth plus dividends, perhaps higher; a P/E near 15 with a slightly higher dividend yield would be interesting, and Europe/housing sector weakness means he would not look into it yet — nothing spectacular at these levels.
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Allegiant, a fair-priced investment company , has performed exceptionally well over the past fourteen years. The price-to-earnings ratio is 22, and here we are faced with an estimated return of about 6-7% with growth of 3-4% and dividends, or something like that, and perhaps even higher.
If you adjust that, the business sector is interesting, with some weakness in Europe, and perhaps some weakness coming from the housing sector. But with the ups and downs, I would say it is a fairly priced investment company.
Let's say it's not a sector I'd look into, or not yet. Perhaps a price-to-earnings ratio of 22 should be at a level of 15 to be interesting, with a slightly higher dividend yield .
So, this is something worth considering, but at these levels, it exists. Well , it's part of the indicator, but nothing spectacular.