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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (48144)	5/29/2012 3:16:08 PM
From: Spekulatius	Read Replies (2) of 78717

LEY.PA has a pretty good LT track record, if you look at the money.com link I provided.. Revenues are up 3x, EBIT up 5x since 2003 while share count has increased less than 10%. my guess is that the 3/2012 ( Actually 2011) numbers will show earnings in the 4.5 Euro range. The stock has sunk quite a bit but if you assume that this is a one time slip, it is very very cheap. I think it is more than a one time slip and the European austerity moves will have some impact on their business but on the other hand they are expanding in the US and have a strong emerging market business, plus they seem to be able to gain market shares with new products according to the annual reports. Their order book is greater than ever and that let's me hope that the company is strong competitor and will put together strong results in the future. If they come even close to continuing their past track record, this stock is more than 50% undervalued, imo.

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