I think the correct question to ask oneself is –
- What will happen id VW probe spreads to Europe? Will I be comfortable if the VW pie is removed from the revenue. Does 250 a share justify that?
- Is the CAPEX going to help the business grow faster than average?
- What do you think of the management integrity and ability to run business?
I think a positive to all the above is a good reason to start building a position.
Disclosure: I am invested
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