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

To: FIFO_kid2 who wrote (65585)	1/14/2021 4:39:58 PM
From: William Cloutier	Respond to of 78783

I built a position on KBAL and SCS. I prefer KBAL way better tho. These companies don't sell that much to retail consumers so I expect their orders to pick up when people will go back in offices to work and start to travel again. KBAL just finished an interesting acquisition so I might get even more growth although the price does not reflect that. An increase in leverage tends to create earnings growth (not growth to be paid for but the market doesn't care normally) so I'm pretty optimistic seeing the management reducing their net financial assets position, going a little bit into debt and making an acquisition. Take care Will