tag:blogger.com,1999:blog-1527840491496268397.post9187943103192181069..comments2024-03-08T11:20:30.095-07:00Comments on Credit Bubble Stocks: Conrad Repurchased 100,000 Shares in 2014Unknownnoreply@blogger.comBlogger5125tag:blogger.com,1999:blog-1527840491496268397.post-58315321869969905142015-06-01T16:19:17.656-07:002015-06-01T16:19:17.656-07:00Current share count is 5.68 million, market cap @ ...Current share count is 5.68 million, market cap @ $30 is $176 million. Assume that the EV is now ~$130 million. That seems neither really cheap nor really expensive. <br /><br />Book value is $23.60. That would be a great buy price.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-9977448361018863672015-06-01T16:02:01.155-07:002015-06-01T16:02:01.155-07:00No update for the Q1 report???No update for the Q1 report???Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-6695225194029552622015-03-28T18:24:59.185-07:002015-03-28T18:24:59.185-07:00$25 sounds about right to buy again.$25 sounds about right to buy again.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-88878273362630290512015-03-28T08:05:20.799-07:002015-03-28T08:05:20.799-07:00I agree...my FV is in the mid 40s. If I stress th...I agree...my FV is in the mid 40s. If I stress the forecast harshly and assume they go to negative EPS over the next few years before rebounding to long term margins that would imply below-average ROIC on all the new capex they are doing, I still get a value of $26 under that scenario.<br /><br />I was suspicious they had begun to buyback shares, especially in 2015. If you look at the 1 year chart you can see its had a floor under it around 30-31. Its flatlined over the last couple months. The last time it behaved like this was when they were buying back stock and it was $11-13 a few years ago. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-1527840491496268397.post-74490095479602761922015-03-27T19:14:37.046-07:002015-03-27T19:14:37.046-07:00I like that they started buying shares on the sell...I like that they started buying shares on the selloff to 32. I think a conservative valuation can be calculated near $40.Josh Hhttps://twitter.com/jrhUofAnoreply@blogger.com