Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: bruwin who wrote (3606)	3/3/2014 2:16:00 PM
From: NikhilJog	Read Replies (1) \| Respond to of 4719

Don;t get me wrong - i always welcome inputs, especially if they are no in line with my thinking! :) The only point i was trying to make was that we cannot, as Sergio said, make a post chap 11 company go through buffett criteria.. Also, you are right they lost, but do we know why? You know there is tonnes of restructuring over the last 12 to 15 months. So are these earnings normalized for discontinued business and restructuring that are happening? Just wondering. I still believe, that at 8x , you get the Ag business for free. Net debt is at a good level, and there is FCF. Allocation of capital so far looks in the right direction. I think the management is good too... But as you said, time will tell :)