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


To: E_K_S who wrote (55646)7/8/2015 6:34:20 PM
From: upanddown  Read Replies (1) | Respond to of 78670
 
EKS

I think CBI is way oversold. I went the put route since I thought $2 for the Aug 40's was hard to pass up.

I have a question.....

The Graham Number Calculator....is there a way to get a copy where you can change the ticker symbol?

Thanks,
John



To: E_K_S who wrote (55646)7/8/2015 7:38:22 PM
From: Graham Osborn  Respond to of 78670
 
Well, I promised I'd relook CBI around $40. I'll look once I finish HP. Second look at NOV as well as they popped up on my most recent Buffett screen. Does anyone have an alternative metric for balance sheet protection with negative tangible book? I'm having trouble with CBI because I need to make forward assumptions they can cut the deadweight and start generating reliable free cash flow.