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If you hold it, then continue. You will be paid to hold it and they are bumping up the dividend next year but there will not be capital appreciation so don’t buy it.
V-N vs. MA-N. They keep going up. V-N is slightly better valuation than M-N and he prefers to by M-N when it is two or three multiple points between the two. Generally speaking they are both great and have a huge runway ahead of them. A lot of countries are still just scratching the surface. He just owns V-N right now.
V-N vs. MA-N. They keep going up. V-N is slightly better valuation than M-N and he prefers to by M-N when it is two or three multiple points between the two. Generally speaking they are both great and have a huge runway ahead of them. A lot of countries are still just scratching the surface. He just owns V-N right now.
V-N vs. MA-N. They keep going up. V-N is slightly better valuation than M-N and he prefers to by M-N when it is two or three multiple points between the two. Generally speaking they are both great and have a huge runway ahead of them. A lot of countries are still just scratching the surface. He just owns V-N right now.
V-N vs. MA-N. They keep going up. V-N is slightly better valuation than M-N and he prefers to by M-N when it is two or three multiple points between the two. Generally speaking they are both great and have a huge runway ahead of them. A lot of countries are still just scratching the surface. He just owns V-N right now.
They have had a couple of disappointing quarters, where the growth has not been there in the aftermarket side. They delivered a lot of busses and they are simply a lot better than in the past and so the repairs are down. Still a great company with a huge 3 to 4 year backlog. They announced a record backlog recently. There is some disappointment that they are not ramping up production. He would definitely hold it. They are a cash generating machine. Until they come out with another acquisition they will spin out a lot of cash that will end up in shareholder’s pockets.
They have had a couple of disappointing quarters, where the growth has not been there in the aftermarket side. They delivered a lot of busses and they are simply a lot better than in the past and so the repairs are down. Still a great company with a huge 3 to 4 year backlog. They announced a record backlog recently. There is some disappointment that they are not ramping up production. He would definitely hold it. They are a cash generating machine. Until they come out with another acquisition they will spin out a lot of cash that will end up in shareholder’s pockets.
Nothing outstanding is going to happen to the company. Their pipeline is encouraging them. Continue to collect your 3.5% dividend and watch for a catalyst.
Nothing outstanding is going to happen to the company. Their pipeline is encouraging them. Continue to collect your 3.5% dividend and watch for a catalyst.
It stumbled a bit in the last 6 months since their last acquisition. They have a tremendous track record with acquisitions and adding to cash flow. He does not see much multiple expansion in their future.
It stumbled a bit in the last 6 months since their last acquisition. They have a tremendous track record with acquisitions and adding to cash flow. He does not see much multiple expansion in their future.
You see companies cutting back on exploration budgets. This stock may have bottomed out here. It is building a base for the future when the environment gets better. He would not buy it but it might have trading potential over the next year. Conditions can’t get much worse. Watching it before getting back in.
You see companies cutting back on exploration budgets. This stock may have bottomed out here. It is building a base for the future when the environment gets better. He would not buy it but it might have trading potential over the next year. Conditions can’t get much worse. Watching it before getting back in.
If you hold it, then continue. You will be paid to hold it and they are bumping up the dividend next year but there will not be capital appreciation so don’t buy it.