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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: kidl who wrote (3390)	1/21/2022 12:51:51 PM
From: robert b furman	Respond to of 10713

No, It serves an excellent protective role on commercial trucks. Small businesses can write off the wrap as advertising, deduct the depreciation. When ready to sell, a heat gun peels of the wrap and displays an unscratched very nice conditioned (usually higher mileage vehicle) that looks really good for the miles. I think the custom car change color market is and will be very small. Like the commercial application much more. Bob

To: kidl who wrote (3390)	1/21/2022 2:00:10 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10713

FYI, XPEL and all the consumer discretionary goods have a lot of gap to fill to return to their long term valuations and trendlines. It can drop to anywhere between 30 - 50. I am not saying that it will. But I don't like the risk/rewards. My investment (not trading) thesis for this year is that as the economy goes back to normal, so will the valuations. The economy itself will do fine. But without the Fed pumping up the capital markets, a reversion to the mean is in order. So stuff that has not gone up much, like travel and leisure will do well. But things that went up 4x or more during the pandemic will come back to their trendline. In the case of XPEL, it has done better than 7x. If they have changed their business during this time - say bought a bunch of companies or invented something new or broke into new markets, then fine. But anything that is still the same old company, then it will eventually go back to the same old valuations.