SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Spekulatius who wrote (50853)2/13/2013 12:27:35 AM
From: Jurgis Bekepuris  Read Replies (2) of 78765
 
Here's one of the situations where I hesitate to post that I disagree with you guys, since most likely you all don't care. :)

Anyway, I disagree that they are good businesses. I looked at APD and PX (and LNEGY briefly). APD and PX have zero FCF for last year, high debt, low ROICs. Nothing good about that. And this is theoretically at one of the better years of the cycle.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News