S&P Global is a good buy at $350, with a potential 16% compounded return over five years, but the price may not drop to that level.

Next up, we get to S&P Global. It's my fifth largest position. We're at $127,000 total size, $20,000 in gains. It's about 8.5% of the portfolio. My buyin target for S&B Global, if it's going to get this additional $10,000, is $350.

Now, looking at the chart here, S&B Global has not traded down below 350 this entire year. So, it seems unlikely. Maybe it won't hit this buy in target, and that's fine. We want to be disciplined with this new money.

The last time the S&P Global traded below 350 was back in late 2023. So, I believe it's unlikely for it to hit this target, but I think there's still a chance. And again, we're looking for really good buys here.

We're not just looking for modest dips. I want this additional $10,000 to be a very high returning $10,000.

My buyin target for S&B Global, if it's going to get this additional $10,000, is $350.

If we look at the numbers, assuming we get it at 350, we have an earnings per share growth rate that I assume of 10.7%. So very low earnings per share growth rate, an appropriate EPS multiple of 25, which also I I believe is modest.

For a company as good as S&P Global, you believe it would trade in a mid20s PE. With those assumptions, if we bought the stock at 350 with this target buy price, we'd earn almost a 16% compounded return over the next 5 years, which is a very strong market beating return on very conservative assumptions.