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Strategies & Market Trends : Value Investing

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To: Micah Lance who wrote (57799)8/17/2016 12:12:53 PM
From: Graham Osborn  Read Replies (2) of 78690
 
CYH has an EV about 15x its MC. I had to graph that to really believe it. I wouldn't touch it with a 15-foot pole, even despite Burry's 13F. Given the number of dumb things I have seen smart people do over the past few years, I put zero weight behind named-investor buying - JMO. I might recommend VRX as a more conservative buy - their EV is only 4x the MC.
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