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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: J Mako who wrote (45440)11/14/2011 8:32:21 PM
From: Paul Senior  Respond to of 78751
 
J Mako, re. CFW.to. I like the rapid revenue growth. And possible European expansion. Low forward p/e vs relatively high roe.

Of course, as implied, I'm not so sure growth is sustainable, and business results may very well be cyclical.

For now though, company is in a good position.

I am betting on a number of "pick&shovel" suppliers like CFW who will help develop the e&p shale properties.