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S&P 500
5,187.67
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US TECH 100
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-0.17%
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39,056.39
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JohnWayne

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JohnWayne

Re: jbog post# 213810

Saturday, 09/23/2017 8:40:01 PM

Saturday, September 23, 2017 8:40:01 PM

Post# of 251756
EXEL: I agree. Cabo is in a good position in RCC, I expect it will dominate 2L now that IO is moving to 1L. Not sure how that plays into the valuation, given the run they've had I'm guessing it's priced in. Wouldn't have thought the downgrade or insider selling would take 10-15% off, but I guess a lot of folks wanted to cash out and follow the insiders' lead.
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