galumay
learner
- Joined
- 17 September 2011
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- 3,368
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I dont disagree with most of that finicky, certainly wouldn't be a buyer at current prices. My average is under $1.30 so I am happy to keep holding a fair position - although I have reduced a couple of times. One of my main metrics these days is ROIIC & CDA has very solid numbers which gives me some comfort. The last time I did a back of the envelope valuation my range was around $8.60.