tag:blogger.com,1999:blog-7294165939647321702.post2860281394793303253..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Off the RAILSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-7294165939647321702.post-66519475406050767712016-12-22T02:27:01.220-05:002016-12-22T02:27:01.220-05:00JAKK?JAKK?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-90221219268275029612016-12-16T14:50:43.020-05:002016-12-16T14:50:43.020-05:00Re: JCS
Really tough business, IMO. Not sure it w...Re: JCS<br /><br />Really tough business, IMO. Not sure it will be easy to stop the bleeding. Too hard pile for me.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-68883683311515943362016-12-15T22:57:30.017-05:002016-12-15T22:57:30.017-05:00How about JCS? Another Ncav and Gabelli is loading...How about JCS? Another Ncav and Gabelli is loading upFrankieKTLamhttps://www.blogger.com/profile/15861850529486670970noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-5012567460897609652016-12-15T19:17:52.066-05:002016-12-15T19:17:52.066-05:00Yes they are struggling but their financials are b...Yes they are struggling but their financials are beginning to improve - margins, cash flow, etc. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-30117654196724205932016-12-15T14:39:54.017-05:002016-12-15T14:39:54.017-05:00SMTX looks like it is struggling. What do you like...SMTX looks like it is struggling. What do you like about it?Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-7003621420077465642016-12-15T08:05:01.309-05:002016-12-15T08:05:01.309-05:00I'm having a difficult time finding cheap comp...I'm having a difficult time finding cheap companies also. What do you think about SMTX?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-89976454973658330442016-12-14T17:40:51.830-05:002016-12-14T17:40:51.830-05:00Isn't RFP's story that they are in the pro...Isn't RFP's story that they are in the process (possibly slow process) of moving toward higher margin products such as tissue paper and away from wood products and newsprint paper? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-39476654353364636492016-12-14T14:53:35.243-05:002016-12-14T14:53:35.243-05:00It has come up many times over the years. What I c...It has come up many times over the years. What I can't get over is that they can't seem to make money, even on an FCF basis with capex < depreciation. It's hard for me to get interested in businesses that can't make money year after year. I'm more into the companies that are having one or two bad years but otherwise have shown an ability to be profitable.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-49771575019362401382016-12-14T14:49:48.815-05:002016-12-14T14:49:48.815-05:00Hi Saj,
Have you taken a look at RFP. One thing t...Hi Saj,<br /><br />Have you taken a look at RFP. One thing that still seems to be cheap in this post-election market. However, definitely significant uncertainties surrounding it. Anonymoushttps://www.blogger.com/profile/11143976942989519773noreply@blogger.com