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Embraer (ERJ) five year holding period

Back in at $18.83. Plan to hold long-term unless we get another big spike.

Hey Hamilton, have a holly jolly Christmas.

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SUNE BROS

#FreeCVM #FreeTurd #2007-2017

on board now. didn’t love it without the JV but basically same price two years later with a JV in the works and getting paid out the market cap in cash (assuming military JV of some sort) makes this look much better. plus the time frame is more like 2 years now so more palatable holding period. ERJ (excluding the JV) trades at 1/2 the valuation of BBD. including the JV, it likely trades at 1/3. just stupid.

Yeah, ERJ just getting killed in the emerging market sell-off despite sales predominantly in USD while costs are discounted in BRL and no EM demand-centric sensitively.  Crazy valuations.

#FreeCVM #FreeTurd #2007-2017

Bump

Catch the falling knife?

Hey Hamilton, have a holly jolly Christmas.

I look at this as they know how to make planes and have a backlog.  Long term this has to sort itself out at some point.

#FreeCVM #FreeTurd #2007-2017