MTW
Todd, MTW is priced to grow at -1.2% over the next 5 years. Their Crane group does about 80% of their revenues. From their last quarterly transcript: “This trend was…
Negative Consensus
For the record: My dad is questioning my judgment on my picks, pointing to the fact that they are down. The entire market is down and if the market is…
XIN part 2
M, You’re correct. But, to be honest, that doesn’t matter much. It’s cool, but look at the liabilities. The liabilities are 4x their cash. Sales figures for properties in china…
XIN question 1
Jaime, I am not concerned. The markets are falling and those perceived as the riskiest are sold off the fastest. XIN is perceived as risky because it’s real estate, it’s…
GHII
GHII: Gold Horse International, Inc. Talked to their CFO Adam Wasserman, He just got back from Mongolia and was there to help them file their annual reports. The issue with…
Gold Horse International, GHII
(Mr. Jonathan Blum, Director) Hey Jon, Just was curious if I could get some balance sheets/income statements for GHII as well as your opinion. It looks like a company that…
Personal Finance
Dan, Making the decision to pay off debt or purchase investments is a common decision that companies make all the time. Honestly, it depends on your risk tolerance. The market’s…
Dean – VSE (I dont know)
Dean, I like VSEC, but lets take a look at VSE VeraSun said it plans to use the net proceeds of the offering for general corporate purposes… what’s that? It’s…
Chuck – AOB
Chuck, I have AOB priced at $28 with a 30% growth rate, which is way below what it is likely to achieve. The issue with AOB is the EPS dilution…
David about XIN
David, Price doesn’t always reflect value. I doubled my holdings yesterday. Good catch on the interest rates. I was excited too. I wrote a new article that mentions XIN over…