01-28-2022, 07:19 AM
(01-27-2022, 04:51 PM)Genester Wrote: How do you guys feel about LEG here?
It's been on my watch list for a while. The revenue and cash flow growth has been slow enough that I've never really been tempted to buy. Last time I ran my screen debt to ebitda was 3.21, too high. I suspect it will continue to pay its dividend, raise it at a 5% or so annual pace and the share price won't move all that much. It does seem to have some cyclical trade value but other companies have more if that's what someone is looking for.
Not for me. I'll be running my screen again in a week or two and suspect it may leave my watch list. I've been waiting for signs that things may improve and haven't seen it.