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To: RMP who wrote (1880)4/12/2013 12:38:20 PM
From: The Ox  Respond to of 8288
 
The yield with EGO is simply a bonus. I like their growth profile over NEM's. Not a total knock against NEM but I think the underlying fundamentals favor EGO at this stage.

NEM is almost 4 times the size of EGO, so you get some safety with that. Their cash flow per share is excellent. I believe their debt load is substantially larger, too.

Price to book favored EGO, at 1 vs 1.4 (if I remember correctly off the top of my head).



To: RMP who wrote (1880)4/12/2013 12:53:56 PM
From: The Ox  Read Replies (1) | Respond to of 8288
 
One last factor in the NEM vs EGO debate was that EGO had dropped nearly twice as hard as NEM had since April 1st. Not always a good reason to buy, I will assure you.

Whether or not that translates into less downside from here is debatable, to say the least!!

EDIT now that we have bought...doesn't that "declare a bottom"? LOL


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