• Luis G. ha respondido al debate Ted SeeksQuality en el foro Estrategia hace 8 meses, 2 semanas

    A propósito de una conversación donde la mayoría recomienda no incluir en cartera empresas con calidad crediticia S&P por debajo de BBB (+).

    «Debt ratios aren’t just about the risk of dividend cuts and bankruptcy, they are also a demand on the cash flow. A company working to get its debt ratio down will be squeezing its cash flow for a while to get there — which tends to inhibit growth for a few years. Thus high debt ratios can be a sell signal for a trader, even when there is little long term risk of the company failing,»