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Strategies & Market Trends : Value Investing
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To: MCsweet who wrote (53324)2/5/2014 12:50:50 AM
From: Spekulatius  Read Replies (1) of 78740
 
Re MUSA - it is interesting how divergent PTRY and SUSS developed since the financial crisis - PTRY is down 40% and SUSS up ~8 fold.

It looks to me like management and probably having the right management makes all the difference. On both, the jury is still out as far ad MUSA is concerned, but i do believe that things are setup for MUSA to succeed (see my earlier post) and management is incentivized to make this work.
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