HMX
Homex
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 2
- Long / short
- 2 / 0
- Avg. return
- -100.0%
- Verdicts
- Failed 2
pitch
Fall 2013
Peter Bowley
long
-100.0%
failed
Newsletter
BUY Homex 9.75% Senior 2020 Notes. Even under aggressive downside scenarios, making money requires only a 5% probability that the notes remain performing. I estimate this probability as at least 30% d
pitch
Fall 2013
long
failed
Newsletter
Desarrolladora Homex is focusing on cash flow generation by selling non-core assets and has sufficient liquidity through 2013 even in a downside scenario. The company is positioned to benefit from gov