Opinions
Larry Berman CFA, CMT, CTA
Onyx
ONXS-Q
COMMENT
May 15, 2017
$4.790
Stock price when the opinion was issued
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ROIC is 7.7%, WACC is 10%. So right now, they're not generating the profitability he likes to see. It will work through over time so that at some point (from 2-5 years), they'll be profitable. Gets you into the private equity world. US deregulation should enhance M&A activity, especially if the Fed cuts another half a point. Good hold for the long term.
He owns BN instead.
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Liquidate? He never recommends liquidating. He likes to scale. If you’ve had a good run and there are good profits, and some potential risks to the downside, then you cut a 3rd. If it keeps going up, then you are still playing, and then you cut another 3rd.