I've been buying ESI recently as well. I even have a write-up queued for next week.
Though it's nice to see the debt levels trend down since their peak from the Trinidad acquisition, they are still high. That does give it a bit of de-leveraging upside I suppose.
I like that Edwards and Fairfax having such large positions.
I've been buying ESI recently as well. I even have a write-up queued for next week.
Though it's nice to see the debt levels trend down since their peak from the Trinidad acquisition, they are still high. That does give it a bit of de-leveraging upside I suppose.
I like that Edwards and Fairfax having such large positions.