SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (47982)5/16/2012 9:56:17 AM
From: NikhilJog   of 78450
 
EKS - ok. thats fair. i was thinking mroe in terms of what the catalysts were. but i guess given what you are saying, i guess that works..

i am more a fundamental catalyst driven investor. there might be a restructuring story playing out here - but i am not sure so i asked. I have not taken a look at this company. but there are other names you can play that might be better.

As for Tesco - they are exposed to EU and there is a lot of stuff going on there. the stock prices are going to remain depressed. the big elephants in the room are spain and portugal - italy is not out of the woods yet. UK is going through a recession. I would be super wary of real estate plays, especially Commercial and banks exposed to CRE in Europe.

I have not read up on Tesco, so hard for me to tell you how to trade the name. But i will be cautious, especially retail, unless you have a good dividend to hedge the downside or some definite announcements from the firm such a buybacks or something else...just my 2 cents though.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News