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I don’t think we see any meaningful number of shares tendered — even at $95.
The sheer force of the resurgent $LPX will force the issue as the discount won’t widen.
Moreover that’s the new play - once folks realize this SIB will be DOA, they’ll hatch a new one in June — say at US $97 to $110. To me that’s the prize and play — have this one look quaint and play the summer game.
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$LPX is looking possessed, up a massive 18% in five days. The RFP fundamentals are parity at worst, but the valuation gap is wild.
LPX is the aristocrat with the best multiple, and I don’t expect to close on that. But I do expect that it won’t degrade — so RFP is going to rip on anything other than an own goal tomorrow.
P
This stock appeared this week on the MAGIC FORMULA, I will be following.
I initiated a small position in $LPX today at $70.14, without as much due diligence as usual. The fundamentals looked fine to me, and the low debt was a major plus, but as someone not involved in (thus not continually learning about) the sector, I am ready for some rude surprises now and then. New Constructs' strong buy recommendation was the most positive opinion I found. ValueLine's 18-month target range has a reassuring midpoint of $94 ($53-$134 range). Overall, do board commenters here have a good opinion of LPX management?
$LPX is one of my Grownth (CANSLIM), bullish option plays. EPS and Sales growth over 25% (QoQ), ROE over 20% and good liquidity. Has a high buy rating of 2 on Zacks for growth and value and an outperform rating of 8 from Tipranks stock analysis & ratings. #Bullish
With trump the housing market, and storms LPX WILL BE A MONSTER TODAY!
S
$LPX conversation
See what happened with Toll Bros today with earnings and future projections? LPX is a huge benefactor right now and is about to take off. Huge upside potential.
Tout commentaire contraire à la réglementation en vigueur (et notamment tout commentaire à caractère raciste, antisémite ou diffamatoire) pourra donner lieu à la suppression de votre compte Yahoo.
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The sheer force of the resurgent $LPX will force the issue as the discount won’t widen.
Moreover that’s the new play - once folks realize this SIB will be DOA, they’ll hatch a new one in June — say at US $97 to $110. To me that’s the prize and play — have this one look quaint and play the summer game.
LPX is the aristocrat with the best multiple, and I don’t expect to close on that. But I do expect that it won’t degrade — so RFP is going to rip on anything other than an own goal tomorrow.
2. For those also in lumber, which sector has longer legs?
$NMM $DAC $GSL $ZIM $SB $WY $LPX $WFG $CFPZF
#Bullish