The Context, 431
The Decision, 434
Price Performance, 435
Anticipating Performance: Leverage States, 436
Quarterly Leverage Results, 438
Interpreting Regression, 439
Establishing a Comparative Cost of Equity, 441
Contrasting the Required Return with the Expected Return, 445
The EVA / Capital Dynamic, 446
Naive Extrapolation, 448
The Marginal Benefits Function, 451
The Comparative Capital Dynamic, 434
Earnings Pressure, 456
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