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Re VRX, I'm not worried long term. Still consistently adding more.Yep. Sold my FCX stake too soon it seems.
VRX looks destined to stay in the dumps. At least AAPL is plugging along nicely.
Re VRX, I'm not worried long term. Still consistently adding more.
Not something I'd be comfortable sharing.What's your PT for VRX?
Not something I'd be comfortable sharing.
In general I don't believe we should trade at a discount to cash EBITDA relative to peers.
I'd agree.Well, I'd say that the discounting is due to all the negative sentiment / risk associated with the stock. Of course, the degree to how much the stock "should" be discounted is up for debate.
Wow, ended upselling off GLF up a ton but if I'd waited just an hour longer until market close, would have gained another 10-15% or more on the position.