There were some fundamental winds that were positive in the past couple months. Notably, the Amazon deal, Facebook settlement and patent sales. Balance sheet is also pretty strong. However, it has totally gotten sucked into the Reddit speculation. It remains a speculative story still.
A wild stock. They have been having some production troubles combined with methanol prices coming down. It is a whippy stock. It is part of the recovery trade and you could inch in a little bit more.
A wild stock. They have been having some production troubles combined with methanol prices coming down. It is a whippy stock. It is part of the recovery trade and you could inch in a little bit more.
It is quite expensive though it is good. Earnings dissapointed a little on guidance. EPS should grow at 11%. The name is trading at 23x 2021 earnings. CP may be a better buy in terms of valuation.
It is quite expensive though it is good. Earnings dissapointed a little on guidance. EPS should grow at 11%. The name is trading at 23x 2021 earnings. CP may be a better buy in terms of valuation.
They have not done well over the past few years. A contrarian trade. However, he started buying into it 2-3 months ago for return of value. Pretty cheap at 1.8x book value or 34% discount to peers. Underwriting leverage should help them. This moves on the investment merits and they have done well with BB. It probably has some good runway here.
They have not done well over the past few years. A contrarian trade. However, he started buying into it 2-3 months ago for return of value. Pretty cheap at 1.8x book value or 34% discount to peers. Underwriting leverage should help them. This moves on the investment merits and they have done well with BB. It probably has some good runway here.