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Strategies & Market Trends
Value Investing
An SI Board Since November 1996
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Emcee:  Paul Senior Type:  Moderated
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76365GPRE and ALTO don't produce sustainable aviation fuel, they produce ethanol scbeachbum110/17/2024
76364CCL. My source shows enterprise value in 2018 closer to $51B. Looks like sharePaul Senior-10/17/2024
76363GEVO up because of prospect of getting big gov't loans for biofuel plant forPaul Senior-10/17/2024
76362GRVY up 10% for no apparent reason. Odd. It doesn't often have unexpected Elroy-10/17/2024
76361<i> Yeah, but my point is that the debt stops them from rebounding to &Elroy-10/17/2024
76360Yeah, but my point is that the debt stops them from rebounding to "normal&qHarshu Vyas210/17/2024
76359<i> The shares of CCL represent the present value of future cash flows Elroy-10/17/2024
76358You want shares of CCL to go up. The shares of CCL represent the present value oHarshu Vyas110/17/2024
76357GEVO up big afterhours, that's going to be a 350% return in about a month foscbeachbum-10/17/2024
76356I agree the debt has to be factored into the share price somewhere, but I donElroy-10/16/2024
76355the capital structure is not relevant to the equity price It isn't, until itpetal310/16/2024
76354Sort of the same story after WW2. Can't recall or find the companies. K-mPaul Senior110/15/2024
76353Yup, I've read that M&M nonsense that also suggests leveraging the balanHarshu Vyas110/15/2024
76352really do not follow CCL. Been buying triple net REITs especially those yieldinE_K_S-10/15/2024
76351re. Construction business: Small fill for me this morning for my tracking posPaul Senior-10/15/2024
76350<i> I do like the CCL business but I am fearing the debt much more thanElroy110/15/2024
76349I do like the CCL business but I am fearing the debt much more than I did when IHarshu Vyas-10/15/2024
76348CCL. Could go either way. Cruise line, airline stocks up today, I will guess bPaul Senior-10/15/2024
76347Well, everything for me stinks today other than ....... CCL! I've got no stElroy-10/15/2024
76346I listened to a brief interview with the CEO of Stelantis yesterday. He did notMadharry-10/15/2024
76345What is the most downtrodden sector of the market? Oil service, specifically drPaul Senior110/14/2024
76344Clothing. And what has worked for me. Today (could change) my best advice to mPaul Senior-10/14/2024
76343FWIW, I like URBN, too. looking for a canary in the coal mine? it is nowhere tHarshu Vyas-10/14/2024
76342My wife likes shopping at a couple of the URBN place and stock looks pretty cheMadharry-10/14/2024
76341my bitcoin exposure now up to 5.7% of my portfolio, which is plenty for me , thMadharry110/14/2024
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