benbuffett Posted March 14, 2017 Share Posted March 14, 2017 Banks? - As interest rates rise banks have bigger spread Energy/Oil? - Energy co's have pulled back in the past 2-3 months Health related? Link to comment Share on other sites More sharing options...
Desert_Rat Posted March 15, 2017 Share Posted March 15, 2017 Energy/Oil is hurting my bank and I fear will be health related to my heart attack. Link to comment Share on other sites More sharing options...
DTEJD1997 Posted March 16, 2017 Share Posted March 16, 2017 Hey all: I'm adding a lot of stuff to my watch list... Two areas: 1). Retail, whole sector is going through changes and getting crushed. Going to be a lot of losers, but surely there must be some winners? 2). I'm slowly adding to deleveraging situations. Companies that are CURRENTLY over-leveraged BUT are paying down debt and working to get it under control. One of them is Diversified Restaurants (SAUC). I think it is interesting, I'm watching it...but want to see them execute and get debt paid down. This might be an interesting one to enter into a few quarters from now, ESPECIALLY if they make progress, but still go down in price due to market fluctuations and scaredy catness. Link to comment Share on other sites More sharing options...
eclecticvalue Posted March 17, 2017 Share Posted March 17, 2017 I have been interested in SAUC as well. Though in 2018 they say their debt will be at $90 million. I dunno if that is going to be enough deleveraging for my liking. Do you know how the locations are doing? Link to comment Share on other sites More sharing options...
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