Is this stock a hidden bargain? | Allison Transmission

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  • Опубліковано 9 січ 2025

КОМЕНТАРІ • 9

  • @wafflemonkeyyy
    @wafflemonkeyyy 9 місяців тому

    Hey thanks for the video!
    I have some questions if you have time:
    1) What do you think when you see insiders selling the stock
    2) They have a high level of debt. When should we consider that an issue?

    • @valuestockinvesting
      @valuestockinvesting  9 місяців тому

      Their debt isn't bad at all. Not sure what people are looking at or if they even read the most recent 10-Q. The bulk of their debt is due in 2031 and it's a 3.75% rate. Their cash from operations is extremely healthy. Insiders sell stock every day. Bill Gates has been selling MSFT for decades.

  • @MH-lg1iu
    @MH-lg1iu 9 місяців тому +1

    I own this one!

  • @JoseFernandez-sl2ek
    @JoseFernandez-sl2ek 9 місяців тому +1

    Do you not care about the amount of debt a company has? Debt to Cash = 10.8. That is massive in my book.

    • @valuestockinvesting
      @valuestockinvesting  9 місяців тому

      Debt to cash? That metric means nothing. The company has high returns on capital. There's no need to keep boatloads of cash. Their reinvestment rate is so high.

    • @JoseFernandez-sl2ek
      @JoseFernandez-sl2ek 9 місяців тому

      Tell that to AT&T and VZ, but I get your point regarding this company as it has been around since 1915.

  • @Cezaresable
    @Cezaresable 9 місяців тому

    ALIBABA