The disappointing interim results either present a broken thesis or very interesting buying opportunity. Do you have any thoughts about downside from here? By our calculations, it seems that PFD still has a 20%+ cushion... login to read the rest
Hi,
I just came across your write up of PFD and found it very interesting. It seems that it is still a good opportunity. Do you have any update on the situation or any changes of
Hi, sure: (1) we are projecting 2.5% sales growth in each of 2010, 2011 and 1% p.a. thereafter. The EV/sales multiple declines so rapidly as a function of the net paydown, not because of sales... login to read the rest
Thank you for the writeup. A few follow-up questions to better understand how you think about growth/ROIC and valuation:
1) How will 21% sales growth be achieved over the next two years given exposure to solely... login to read the rest
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