OGN
OGN Debt is coming down slowly. The debt in my opinion is the only wart it has. The cash flow is consistent, this isn't a cyclical company (cash flows are pretty consistent here), they offer a great divy. Debt alot is fixed rate, about 65% of it dating from due 2028 to 2031, so that debt is going to affect the income statement differenty with higher interest rates tomorrow, the debt is 5 to 8 years away. They can get it down over the years to come, in fact I expect them to do that. And who knows what interest rates are gonna be in 2028, or 2030. But there is a decent chance they will be lower than today, plus as they pay off debt and cash flows improves like I expect, they will get better rates due to healthier balance sheet which I expect to improve significantly over the coming years. Time will tell. Could be completely wrong has happened before, Just think the growth is starting to show (With positive comps), and I believe they will be a 3-5% revenue grower going foward with a 7-10% adjusted eps grower. Time will tell if I'm right. But If I'm correct I believe this stock could earn $5+ next year, and 7x get us easily to $35 which is double current prices. Time will tell, but that is my case. All is just my opinion, and I could always be wrogn though.