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

To: IntoOLEDs who wrote (65653)	12/9/2020 12:11:12 PM
From: Madharry	Read Replies (2) \| Respond to of 78774

what call? the call was at 8 30. when is all is said and done . the company made .51 for the quarter. on a worse case basis you are looking at pe of 8 at these levels. you can almost view this as a stealth ecommerce/ logisitic play. I just think at some point the multiple gets reassesed. if it sells for a more reasonable multiple of 12 times. that would make it at least a $24 stock. I think this is a very doable 50% gainer in one year. as far as the high debt. i suspect it wouild be pretty easy for them to set up a reit and do a sale leaseback kind of thing. and perhaps that is something they should consider down the road. I dunno where the price settles in december. perhaps people will harvest tax losses and buy it back in january . i m not smart enough to figure that out. what i wonder about is long term impact if people will get used to the convenience of food delivery. I suspect that there are a lot of people who want to avoid the hassle of trying to find an item in the aisles and then stand in line as opposed to ordering on line and having it delivered to your door step. or doing curbside pickup. that may persist after pandemic goes away. Meanwhile my two large holdings Softbank and Macerich both up nicely. there are several catalysts at work with Softbank. 1. Both the Central Bank of Japan and the Japan Govt pension plan are buying Japanese equities 2. The company continues to buy back shares. In interviews Son has indicated that he maybe looking to take the company private over time without paying a premium to do so and if he reaches 66% ownership he can do that. 3. Investors are starting to flock into foreign markets now including japan where the market multiple is lower than the u.s.