tag:blogger.com,1999:blog-2270285874151506788.post1693223045493683911..comments2023-10-04T11:28:43.810-05:00Comments on themarketbrothers: NEP is still undervaluedThe Brothershttp://www.blogger.com/profile/14693904472585844178noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-2270285874151506788.post-76502004389898911222010-01-05T10:48:04.409-06:002010-01-05T10:48:04.409-06:00Good point, but you forgot to mention the valuatio...Good point, but you forgot to mention the valuation when you use a discount rate of 24%, calculated using Beta and risk-free rate, etc. Obviously when times are good, people don't worry about potential downside, but I believe that the long-term return for this stock is dwindling.Narayanahttps://www.blogger.com/profile/16989816354377520515noreply@blogger.com