Strategies
3484 posts
Our low-beta, short-term corporate bond ETFs aim to anchor the portfolio against volatility, while the balance of the portfolio aims to throw off substantial dividends and interest.
With the price drop in the overall market and a continually weakening dollar, several master limited partnerships have become more attractively priced.
Management says both the NP-5 and Kiryat Gat products “are expected to become our growth generators when the NP-4 reaches its peak revenues several years from now.”
The runway for a successful HTCH recovery is now significantly shorter due to the Thai flood disaster.
Our investment approach is to buy companies with consistent earning power and high return-on-equity that employ little or no long-term debt, and to purchase at reasonable prices with a high margin of safety.
We believe the U.S. markets still offer the best risk adjusted returns of all available investable options.
The retailer has been growing both earnings and revenue nicely, exceeding analysts' expectations as well as raising guidance.
In order to buy the business "for free" I would pay $2.60 per share - which is equal to the net cash on the balance sheet.