SI
SI
discoversearch

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (63490)3/18/2020 9:49:50 AM
From: Spekulatius  Respond to of 78567
 
re SEE - I haven’t dug into this further, but it appears to me that SEE has a history of aggressive accounting. Quite honestly not something I am interested in.

Probably better to buy some solid packaging companies. I know MMK.VI in Europe is pretty solid. A lot of US packaging companies carry a lot of debt unfortunately, but they should also see a drop in input prices, potentially helping margins.