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Message: Re: FYI - Sellers

May 18, 2022 09:47AM

Onlygame: The market these days not only want to see revenues, it also wants to see earnings. Companies with perpertual negative earnings will be adversely affected. This is not just only EFL, it applies to all other companies. We see companies with positive multiples compressed, we see companies with negative multiple get crushed. The sectors do relatively well these days are companies with postive earnings momentum, sitting on huge fcf, share buy back and dividend increase, aka the oil and gas sector.


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