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

To: Paul Senior who wrote (74306)	11/17/2023 3:39:41 PM
From: Elroy	Read Replies (2) \| Respond to of 78715

Elroy, now that you're out of SIMO (in Roth) you're not going to keep bombing us with GRVY and NGL, are you? I usually don't plan my future posts, I just write whatever I want. GRVY and NGL are both very interesting and very appealing investments. I haven't heard anyone give good reasons not to own one of them. Whether anyone has made up their mind on these two stocks is unknown, as there have been few posts other than mine for or against them. I would doubt many people here have researched either stock and made an opinion. I can't think of many sectors that are less appealing from a high level perspective than airlines. Looking at it's long term chart, my hunch is Allegiant did well as a start up when it was growing (the stock just goes up and up and up), but since then it's a turkey.

To: Paul Senior who wrote (74306)	11/17/2023 3:50:44 PM
From: Area51	Read Replies (1) \| Respond to of 78715

Just going from gurufocus ALGT is trading for less than tangible book, whereas GRVY trades a significant premium to tangible book (good data right?). So depending on how you value things there might be an argument for ALGT over GRVY? Just saying (obviously a lot depend on future results which likely gives the advantage to GRVY if you assume both companies have the same earnings growth rate). But if you assume 100% of ALGT's profits flow to shareholders and 25% of GRVY's profit's flow to shareholders, the choice may not be so clear cut <g>. In a related matter: What's up with SAVE this week is that buyout offer still alive?

To: Paul Senior who wrote (74306)	11/17/2023 6:42:22 PM
From: E_K_S	Respond to of 78715

Re: Airlines - Never made money owning them and they are cyclical, so need to time when you enter and exit the trade. FWIW; my new 52wk low stocks are starting to run, so Paul your picks here have always done well. Not that I focus on 52wk lows, but I happen to build positions in companies that I like, are a good value and just so happen to eventually be at/near 52 wk low before they get to fair value. Some I have mentioned here are PAHC, CNHI & INMD. ----------------------------------------------------------------- I asked BARD about those capital investments for ALGT; here is what I got: go to the 8K & 10K and tell me what the capital expenditures are made for Allegiant Travel Com (ALGT) in the last 18 months Based on the 8K & 10K documents, Allegiant Travel Company (ALGT) has made the following capital expenditures in the last 18 months: Aircraft purchases and inductions: $467 million Pre-delivery deposits: $164 million Other airline capital expenditures: $119 million Total project spend excluding capitalized interest: $279 million Total capital expenditures: $571 million These expenditures have been made for a variety of purposes, including: Fleet renewal: ALGT has been purchasing new aircraft to replace older, less fuel-efficient models. This will help the company to reduce its operating costs and improve its environmental performance. Expansion: ALGT has been expanding its fleet and its network of destinations. This will allow the company to reach new customers and increase its revenue. Maintenance: ALGT has been investing in its aircraft maintenance program to ensure that its fleet is safe and reliable. These capital expenditures are expected to help ALGT to continue to grow and be successful in the years to come. At least they are buying assets. However, they take capital to operate & maintain them w/ or w/o passengers.