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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (45006)10/20/2011 9:49:43 AM
From: Sergio H   of 78673
 
Good Morning Clownbuck.

I decided on starting a position in VE because it's selling at ridiculously low valuation for a company that is number one in the world at what it does. It's selling at just over sales, below cash and below book. Despite the concern over how the co. restructures, there is hardly any short position....so how much concern is there?
I like what you said in an earlier post about companies being in Europe not necessarily being European companies, or something like that. VE has an international presence and has been beaten up by Europe's woes. So, I will take a chance here as there's more upside potential than downside in my evaluation. Thanks again for your review and comments.
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