SHFL revisited
Last year someone asked my opinion of SHFL given the Macau casino buildout.
Not only was I negative, I was very negative. I also saw something that made no sense: a rapid buildup in inventories before new business was reported.
They spiked up - making me look very foolish - before collapsing to their current 3 year low.
Fundamentals do matter - it just takes time for the market to catch up
Not only was I negative, I was very negative. I also saw something that made no sense: a rapid buildup in inventories before new business was reported.
They spiked up - making me look very foolish - before collapsing to their current 3 year low.
Fundamentals do matter - it just takes time for the market to catch up
posted by Andrew at
9:49 PM
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