Thursday’s > 5% decline in Fedex vs UPS’s 1% decline vividly illustrates the importance of off-balance sheet leverage, namely operating leases.
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CT Capital
- CT Capital’s value-oriented investment strategy provides conservative portfolio management based upon the firm’s proprietary research methodology that quantitatively determines the attractiveness of a company based upon its free cash flow, credit analysis, and valuation characteristics.
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- Recent Posts
- Follow the Capital: The Real Impact to Shareholders
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- December Review
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- Higher Level of Service To Be Available on Credit Trends
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- Stability-Based Portfolio
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- Corporate Cash….All that Glitters
- Change To Risk Free Rate Security to Have Profound and Immediate Impact on Valuations
- Google Inc. -Security Analysts and Many Investors Show Their Mettle-Tin!
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- The Folly of 90%+ Security Analysts-How They Define Free Cash Flow
- There Must Be a Better Way to Reward Shareholders
- Protected: Upcoming Financial Results—General Issues
- Interview with the CFA
- Protected: Stock Based Compensation-An Important Metric in Fundamental Cash Flow Analysis

