RE:RE:Greg Newman - BNN - WAITnewcoin wrote: Greg Newman thinks that Southbow will be the hot stock! I wonder what the board thinks about that? We've been talking that Southbow will be sold off. But, Greg seems to think otherwise? A little bit confusing? I guess we have to wait for the final analysis to be sure which is the best stock? Maybe just keep both?
Well newcoin, let's see if there is any interest here to launch a discussion on this topic.
Questions that come instatntly to mind:
1) What is the projected growth trajectory for the next 5 years for either company?
2) What are the external factors that could impact growth which should engage us?
e.g. commodity price, interest rates, govt regulations, special interest groups' resistance?
3) How is the enormous debt of TRP being sluffed off between the two?
The last time I faced such a decision was the split of ECN between fleet management and finance.
I took a lazy eenie meenie mina moe approach and chose the wrong one.
Cheers