Geo Group & Comfortdelgro (GEO & C52) your best hedges

GenieLim
2022-05-10

hi fellow readers,

pretty sure you benefitted from my last post and here is my next post

same old same old open discussion where we list out the good and the bad


first and foremost both graphs looks fantastic for both tickers


good CASH FLOW AND CASH MANAGEMENT (very needed as interest rates goes up and management expertise comes into play in this environment)


good steward/stewardess helming the top in opaque or restricted player industry meaning good moat

good practise of capital preservation giving dividends fairly for c52 thanks to vicom contribution, for geo great move no longer being reit and diverting profits to pay off loans at lower borrowing rates


cons**

no doubt revenues are falling but profits are very healthly and consistent exactly what you need in this environment


also some things to note


rising price channel for geo group

triple bullflag formation for comfort

singtel va comfort, i have officially chosen comfort

geo price to close at $12

limited big shareholders (meaning price is stable)

cassandra aka blurry is in geo

c52 owners know what i am talking about limited owners

keep your comments and queries coming


$Geo Group Inc(GEO)$

$COMFORTDELGRO CORPORATION LTD(C52.SI)$

looking to vest in this too

$Barrick Gold Corp(GOLD)$/alibaba

writeup for another day

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