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AUTHOR
DATE
SUBJECT
11
member
9/25/24 10:36AM
Weak 1H results
MPK,
I'm curious what you make of Card's 1H results, and specifically if the price action makes you interested in dipping back into the shares.
My summary:
Revenue up 5.9% on 3.7% LFL growth
Very weak margins -- PBT... login to read the rest
So, I exited Terravest in the $20s, it's now at $76. I exited IES Holdings in the $50s, it's now at $160. Worst of all, back in Sept 2013 I exited Novanta (fka GSI Group)... login to read the rest
nothing has changed here. I just run a concentrated book and found stuff I like better. I will admit Forrest Gump's observations got me a little spooked.
Total return was a meager 13%, but it's a
Are you sure you want to close this position Arch Capital Group?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
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