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Bruce Wooddale

Bruce Wooddale
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  • Vail Resorts: Way To Go Despite Profit Warning [View article]
    Esekla - Overall I agree with your comment and I'm short MTN. I don't think those debt numbers from Morningstar are correct. I think their total debt is $490M and the bulk of that comes due May 2019. Still you're right, this shouldn't have a growth stock multiple especially with deteriorating fundamentals.

    Shrideep - As for the article, it's a nice summary of the business but the analysis / conclusion is absolutely terrible. I almost don't know where to start. In the interest of brevity I offer the following: The current P/E is 4 standard deviations above the long term average - that is not going to last. Also, if you compare the vol. of the price and the vol. of the P/E multiple you'll see the vol. of the multiple is about twice as much as the price. Get out while you can.
    Feb 1, 2013. 11:13 AM | 1 Like Like |Link to Comment
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