Comments
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GHBought on the recommendation. Up 35% so far, Thanks Peter
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DCIn Containers & Packaging, if looking for value plays (examined through a prop factor with much better future performance correlation than low P/E), then WRK, IP, SLGN, GEF, BERY could even be better.
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CMThis is my type of play outside of the high debt. One red flag is executive compensation. Total Exec Comp has risen from $9 million to $32 million over last four years while stock has gone nowhere, free cash flow is flat, and EPS is flat. And while the CEO made an insider buy of stock, his compensation rose from $3 million to $12 million over last 4 years. Rather see compensation tied to performance.
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JPI'm not sure where I'm going wrong, but every listed online resource does not have this stock at a single digit P/E.
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SSIf the trade horizon is 1 or 2 years and we expect a major market correction to come at some point down the line, I would rather wait.
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JFLBY even cheaper....
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SHNot for me at this stage of the market cycle, but nonetheless an interesting idea well-argued, Certainly one to keep an eye on the other side of the next significant general decline.