Recent content by hueyt

Re: FWL - Ferrowest Limited YT. I like the analysis. 2 questions tho: 1. where did you get the EBITDA figures from? 2. during RWD's period of performance, was there something taking place in the market that gave buoyancy to the price that it may not be now? My point is that the all...

In keeping with the theme that Education will be one of the key industries of the future I came across a stock called KME and would like to get more opinions on this. Background - Started in Oz as a kindy to 16 tutoring business - The business is a franchise model. I.e. the McDonalds of...

The stock rallied hard from 7.90 to where it is now.. with the wisdom of hindsight, with the profit result, that rally has been warranted. As for the drivers going forward, its hard to say. On the one hand, deteriorating credit conditions means more opportunities. But if credit quality...

CCP has rallied past $9 from a low of 7.90 in a matter of days. I can't see a reason for pricing at these levels. It seems to defy reasonable valuation. Anyone have any insights on this?