Charles MillerMar 24 min read$CCL - Newish stock with low valuation & good earnings. Will likely continue to rally but not LT Buy.
Charles MillerJan 133 min readAnalysing $BLX Valuation: Will Achieving 50% Trade Sales by 2028 Offset Stretched Valuation?
Charles MillerJan 19, 20246 min read$IEL - Compelling here to $18/share mark. Next M&A is key given their cash hoard. Canada IELTs losses partly baked in
Charles MillerNov 27, 20234 min read$MCE - Warts & all. If you believe oil will stay elevated this is how you play it
Charles MillerOct 5, 20234 min read$TUA - Poor Risk/Reward at $1bn Mkt Cap. A top pick in a pullback (i.e. $1.65 mark)
Charles MillerAug 8, 20233 min read$AQZ - Tactically ok. However, not the capital-light play you want in a downturn
Charles MillerMay 31, 20234 min read$CHI.NZ - Stranded asset after a rally. Not a trap if long-term NZ jet fuel demand is strong
Charles MillerMay 1, 20234 min read$SOC - Evolving beyond MSFT services for Fed Gov at a reasonable price
Charles MillerApr 16, 20235 min read$AUB & $DDR – Sadly it's a 'no' for both but for very different reasons. Sharing regardless.
Charles MillerMar 27, 20234 min read$LGI - Good debt headroom to build MW capacity & offset falling prices
