tag:blogger.com,1999:blog-7294165939647321702.post1894480926481766941..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Off The RAILsSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7294165939647321702.post-72441537037617390702020-11-04T13:43:22.840-05:002020-11-04T13:43:22.840-05:00Hi Spaced,
That industry is totally out of favour...Hi Spaced,<br /><br />That industry is totally out of favour and so I suspect you will do well, but I tend to avoid the commodity space due to my difficulty in getting confidence in the future cash flows.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-87447712986916798212020-10-24T12:39:44.733-04:002020-10-24T12:39:44.733-04:00Hey Saj
Check out epsilon energy
Just completed ...Hey Saj <br />Check out epsilon energy <br />Just completed a 8.9% buy back,9 million in cash ,substantial insider ownership and ocf + in the current environment SPACED OUT GUY!https://www.blogger.com/profile/01663407462513668270noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-48272165276705504622020-10-24T10:43:27.726-04:002020-10-24T10:43:27.726-04:00It's a name I've followed for years. Boug...It's a name I've followed for years. Bought a small tracking position Friday and will watch it....I understand your frustration as I rode Garrett Motion all the way down and sold out below $2 although now it appears likely to produce a decent outcome from the current price. <br /><br />It seems mgmt is being excessively conservative and stockpiling all the forseeable cash they'll need, at a very high cost, which is annoying. But if they can get back to 3,000 cars per year the stock has a lot of upsideAnonymousnoreply@blogger.com