RE:RE:RE:RE:Box demand decliningHermannHaller wrote: I think you're probably both entitled to your opinion on the economic outlook.
In think, even with an economic slowdown, SXP should be revalued. Transcontinental, a similar company with packaging and legacy business, is trading at 5.6x EBITDA. Put SXP there and the stock is $11. And SXP is growing much faster, with a better balance sheet. At $5.64, I have the company at only 3.2x EBITDA, and that's cautiously assuming a big drop in EBITDA for the next two quarters. Far too cheap!
Good point , personally I like SXP a lot more the TCL , lots of dead wood a
at TCL and a big issue with the Publisac. The sky is lot clearer on top of SXP , although TCL is quite cheap SXP is a steal right now.