petec Posted March 6, 2018 Share Posted March 6, 2018 I'm just starting a deep (ish) dive into this. It's one of Fairfax's pref+warrant investments and I'll post my findings in a few weeks. In the meantime, I was wondering if anyone else follows it? Link to comment Share on other sites More sharing options...
wondering Posted March 6, 2018 Share Posted March 6, 2018 I just started following this one. the stock is down from $10 a year ago to 6+ now. Nice dividend yield of 6%, but I still don't know if the stock is cheap or not. I have to do more investigation. The companies it invests in appear to be solid, cash flow generating companies, but again more investigation is needed. Link to comment Share on other sites More sharing options...
abrowninvesting Posted April 19, 2021 Share Posted April 19, 2021 Hi, I have only just starting looking into the company. Free cash flows are stable and over $15 million in a weak 2020 ($1.42 free cash flow per share). Revenues off by 20%, but the extra cost cutting looks like the saved the free cash flow. Price to free cash flow well below 3. I'm obviously missing something. Happy to talk more about anyone interested. Link to comment Share on other sites More sharing options...
ContrarianValue44 Posted April 26, 2021 Share Posted April 26, 2021 Hi @abrowninvesting . I would suggest looking also at company ratios. TEV/2020 Operating Income is 44.5x, TEV/2019 Operating Income is 18.6x. Link to comment Share on other sites More sharing options...
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