cbi to bucy
Alright, i just spent 2 hours scouring annual and quarterly reports and statements. I am selling CBI in my accounts and buying BUCY.
CBI has had some cost issues and overruns. I thought this was a one time thing! I'm done.
BUCY has fallen more than CBI but BUCY's backlog has increased, CBIs has not.
So --- basically how I make decisions is when I determine that I would rather own one company over another --- I make the switch. BUCY is down SOOO MUCH.. I guaranteed CEDC a week or two ago. Consider this almost the BUCY guarantee... it's really really close
CBI could get better and it should --- but right now... BUCY is the cheap one... with the better track record.
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Glen's Musings — AI, investing, and building things. Occasional. Free.
Glen Bradford
Investor · Builder · Writer
MBA from Purdue. Former hedge fund manager. Holds 26 series of Fannie Mae and Freddie Mac junior preferred stock. Built Cloud Nimbus for Salesforce consulting. Author of Act As If. Writes about investing, building things, and the longest financial fraud in American history.
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Read moreDisclaimer: This blog post reflects the author's personal opinions at the time of writing and is not financial, investment, or legal advice. Glen Bradford holds positions in securities discussed on this site. Past performance is not indicative of future results. Do your own research and consult qualified professionals before making investment decisions. Some content on this site was generated or edited with AI assistance.