Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Paul Senior	11/17/2006 3:32:11 PM
	of 78673

I'll consider a position in United Rentals, and I'll make a small exploratory buy now. finance.google.com It appears that the housing slowdown hasn't affected the company...yet. I'm hoping commercial construction and infrastructure maintenance/upgrading businesses will provide a supporting source of revenue. I am presuming (without any facts) that in bad times, the company has the option to move equipment from an underperforming geographical area to one with better business possibilities. Also, when times are tough, that the company has flexibility to defer purchases of new equipment (which they otherwise use cash flows for). Business seems like it would be cyclical: Company is doing well now, and that makes it easier for financial numbers to show up in my screening quadrants. Which makes it more risky to buy now in the cycle. So very small bet only for me.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next