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Strategies & Market Trends : Value Investing

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To: JakeStraw who wrote (30111)	2/19/2008 12:12:49 PM
From: Jurgis Bekepuris	Read Replies (1) of 78758

NETC - Normally I would not look at this company, since it does not have a history of positive high ROE results. But since it's Brazil, OK, hola, manana, obrigado. :) The picture is not very attractive. There is definitely high growth in sales. The earnings (under US GAAP) have fallen down from 2006 though. Debt is climbing as is goodwill, which I don't like, since goodwill is just crap by another name. Net tangible assets are around zero. Margins are so so. US P/E is about 33, which is high. On the other hand, in US presumably these kind of companies are not valued using earnings. But I never learned to value US operators, so I will skip on Brazilian one too...

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