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

To: Paul Senior who wrote (61282)9/5/2018 3:12:01 PM
From: Sisyphus  Respond to of 78687
 
Took a look at WRK too. While their debt and interest has gone up, it looks like they have managed it well, given the increase in free cash flow. Will look to add a starter position here after I do a deeper dive.

Think we've all been wrong a "few" times. ;)

Appreciate your feedback.



To: Paul Senior who wrote (61282)4/18/2019 8:41:28 PM
From: Spekulatius1 Recommendation

Recommended By
richardred

  Read Replies (1) | Respond to of 78687
 
Bought some WRK @ $35.3 as well. low valuation and high dividend yield attracts and containerboard packing has become more oligopolistic over time. WRK debt is about 3x EBITDA , but they have plans to reduce this to 2.2x. WRK is a rollup, but packaging is a decor where rollups actually have worked traditionally.


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