RE:RE:RE:CsincCandyswanwick wrote: What are you talking about? "good quarters" is the correct answer, how are you doing your valuations if you aren't using the companies fundamentals? This stock is going to push higher if they keep up with the Cashflow numbers they have been pumping out recently. At 15 dollars AVO isn't nearly as good a deal as at 8 dollars (obviously). I have sold off a large amount of my position on its run up and so have other people, which is why there has been a lack of people buying. I'm not a big AVO bull. my calculation of intrinsic value for AVO is 24 dollars, that doesn't mean it will hit 24 dollars though, it also doesn't mean I will own the stock at 23 dollars or even 22 or 21 dollars, why? because there might be a place to put my money that is less risky at those prices.
Good quarters is only partially correct. The other ingredient you need is valuation. Right now, the market is not giving T.AVO the same valuation multiple as other companies with similar revenue growth. I think the reason for this is that the market does not like Mr. Fernandes, for reasons that's been discussed ad infinitum on this board (e.g., all the turmoil in the c-suite, sacrificing profit to hit personal revenue targets, etc.) The sentiment surrounding this company needs to improve so that we can get multiple expansion along with the "good quarters". However, I'm not sure if Mr. Fernandes is the man to change the market sentiment on this name. Time will tell. I hope Mr. Fernandes proves me wrong.