RE:New Headwind To Consider CJInvestor wrote: Cpg earnings today were very muted due in part to production costs and inflation. Do you think this will be a prevailing headwind in the oil patch for earnings season on companies like CJ?
I think the market reaction to CpG is a bit negative because they were ambiguous on shareholder returns. "Up to 50%" is meaningless. Could mean 5, 10, 20, 30, 40, 50% . It's not clear. I want clarity. Frankly I think we're entitled to it.