VFIN is ready to run

stevenapple · 26 Re: VFIN is ready to run Tue Jun 24, 2014 2:34 pm

stevenapple

Assistant Vice President - Equity Analytics

Posts : 632
Join date : 2014-04-10

Meman wrote:CRL - Softlogic capital dividend due in 2 weeks. Consistent 1.50. What do you guys think about it at 34, Valuation wise undervalued and not moved much these days. Seems illiquid as well.

Announcement month is not Consistent. August , July, June.

Meman · 27 Re: VFIN is ready to run Tue Jun 24, 2014 2:47 pm

Meman

Manager - Equity Analytics

Posts : 207
Join date : 2014-03-04

stevenapple wrote:

Meman wrote:CRL - Softlogic capital dividend due in 2 weeks. Consistent 1.50. What do you guys think about it at 34, Valuation wise undervalued and not moved much these days. Seems illiquid as well.

Announcement month is not Consistent. August , July, June.

Thats correct but apart from ALLI which trades below its net asset value I came across CRL to trade below NAV. ALLI is experiencing drop in earnings but CRL is making steady progress in earnings. For finance companies isnt NAV an important factor than P/E?. Even P/E is less than 10.

stevenapple · 28 Re: VFIN is ready to run Tue Jun 24, 2014 3:15 pm

stevenapple

Assistant Vice President - Equity Analytics

Posts : 632
Join date : 2014-04-10

Meman wrote:

stevenapple wrote:

Meman wrote:CRL - Softlogic capital dividend due in 2 weeks. Consistent 1.50. What do you guys think about it at 34, Valuation wise undervalued and not moved much these days. Seems illiquid as well.

Announcement month is not Consistent. August , July, June.

Thats correct but apart from ALLI which trades below its net asset value I came across CRL to trade below NAV. ALLI is experiencing drop in earnings but CRL is making steady progress in earnings. For finance companies isnt NAV an important factor than P/E?. Even P/E is less than 10.

Even the EPS is marginally increased concern is increment of Impairment for loans and recievebles.

Meman · 29 Re: VFIN is ready to run Tue Jun 24, 2014 5:24 pm

Meman

Manager - Equity Analytics

Posts : 207
Join date : 2014-03-04

stevenapple wrote:

Meman wrote:

stevenapple wrote:

Meman wrote:CRL - Softlogic capital dividend due in 2 weeks. Consistent 1.50. What do you guys think about it at 34, Valuation wise undervalued and not moved much these days. Seems illiquid as well.

Announcement month is not Consistent. August , July, June.

Thats correct but apart from ALLI which trades below its net asset value I came across CRL to trade below NAV. ALLI is experiencing drop in earnings but CRL is making steady progress in earnings. For finance companies isnt NAV an important factor than P/E?. Even P/E is less than 10.

Even the EPS is marginally increased concern is increment of Impairment for loans and recievebles.

Haiyo Steven then all finance companies and banks should not be looked at since all of them got higher impairment losses this quarter. Obviously you are not the one to ask advice from. lol

stevenapple · 30 Re: VFIN is ready to run Tue Jun 24, 2014 6:04 pm

stevenapple

Assistant Vice President - Equity Analytics

Posts : 632
Join date : 2014-04-10

Meman wrote:

stevenapple wrote:

Meman wrote:

stevenapple wrote:

Meman wrote:CRL - Softlogic capital dividend due in 2 weeks. Consistent 1.50. What do you guys think about it at 34, Valuation wise undervalued and not moved much these days. Seems illiquid as well.

Announcement month is not Consistent. August , July, June.

Thats correct but apart from ALLI which trades below its net asset value I came across CRL to trade below NAV. ALLI is experiencing drop in earnings but CRL is making steady progress in earnings. For finance companies isnt NAV an important factor than P/E?. Even P/E is less than 10.

Even the EPS is marginally increased concern is increment of Impairment for loans and recievebles.

Haiyo Steven then all finance companies and banks should not be looked at since all of them got higher impairment losses this quarter. Obviously you are not the one to ask advice from. lol

Hey Maman sorry if my post make you to think in that way. I just put down what i see in the report. Actually i am positive with this share in the process of collecting. Cool