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

To: Paul Senior who wrote (51549)	6/2/2013 11:58:07 PM
From: Spekulatius	Respond to of 78747

Re CST - I don't see it as a compelling value at ~8x EBITDA, although I think management has an opportunity to do something for the operation. In the area where I live, VLO stores (now CST) don't seem to be well managed. I see Chevron doing a better job on the retailing side. So I agree that CST is not a value stock but you are betting on that there is room for margin improvement to the benefit of shareholders. If this would sell off in the mid twenties, I would be interested, at 30$, I pass. FWIW, David Merkel, the Aleph blog author, who I highly respect, bought CST stock.