May. 29 at 5:46 PM
$CE looking good...still lots of upside from here, slow and steady as they clean up their balance sheet and focus on profitable growth segments. Currently trading at 10.5x fwd earnings (was at ~7x back in April, which was perfect time to buy). Give it a year to deleverage, get EPS back up and reinstate the divvy...this more than doubles from here.