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Strategies & Market Trends : Value Investing
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To: Elroy who wrote (73879)10/5/2023 3:28:22 PM
From: Sean Collett  Read Replies (1) of 78704
 
I am not concerned about the debt level I am concerned about their incoming money declining; I am not looking at a bankruptcy candidate here, but a shrinking margin candidate given disinflation + increased debt costs.

And while debt level was the same last year, the cost of that debt is not.

I suppose in this case the real question is what is your targeted timeline? They probably take some hits over next 12-24 months and then recover.

-Sean
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