|
T.GUD
|
The price of an asset can change on a dime. Just look how fast it fell and...
|
|
T.REAL
|
Hopefully that was the extent of the short term rise in interest rates. Now...
|
|
T.GUD
|
Buffett also emphazised prudence in hoarding his cash and buying back shares...
|
|
T.REAL
|
You are probably right, but I beleive we're buying a good company at a...
|
|
T.REAL
|
In their recent quarterly in cash flow statement (financing section): ...
|
|
T.REAL
|
I also initiated a position here. Strong tailwinds, great management, lots of...
|
|
V.CZO
|
What's with all the frustration? The stock has been performing well...
|
|
T.GUD
|
MrMugsy wrote: Spirou25 wrote: They were hedged. They didnt save...
|
|
V.CZO
|
I could see it happening if shareholders get stock, make a premium and Gilles...
|
|
T.GUD
|
Funny enough, these are my two largest holdings. Both companies have rock...
|
|
V.CZO
|
The opportunity cost of holding Ceapro has been very real. A while back I...
|
|
T.GUD
|
I guess that depends on what you think the future is for the BRL.It is...
|
|
T.GUD
|
I did some back of the napkin calculations and noticed that GUD is pretty...
|
|
V.CZO
|
I agree. I was disappointed with the NCC and lack of near term potential...
|
|
T.GUD
|
They may use debt to finance a part of a potential acquisition. The...
|
|
V.CZO
|
If Ceapro wasn't profitable and was at risk of heavy dilution, I would...
|
|
V.CZO
|
You're right and no one is disputing your points, but Gilles and Ceapro...
|
|
V.CZO
|
It may not be this year, but it seems obvious something big is happening in...
|
|
V.CZO
|
I had 200,000 shares and now at 120,000. I cut down mainly to diversify more...
|
|
V.CZO
|
At this point everyone's waiting on earnings. Seems some wanted out or...
|