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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (63928)5/4/2020 12:50:39 PM
From: Madharry  Read Replies (2) of 78921
 
I listened to a lot of the conference call on starwood today. it gave me a lot of confidence FWIW. Seems too good to be true at these levels.but its hard to look past a seemingly well managed company selling at under book and generating a 15% normalized return at these price levels.. GPOR rebounding a bit after a massive decline in share price friday. Since the market didnt seem to react much to the positive starwood conference i guess i will wait for the nrz conference call to hear what they have to say.
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