Value Investing Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (44191)	9/9/2011 10:01:14 AM
From: Spekulatius	Read Replies (2) of 78672

HENKY averaging up at 43.3$ - I bought a first lot in 2008 at 23.5 Euro. HENKY are the non voting shares (HENKOY are the voting shares ) trades now at 31.5 Euro or about 9x earnings. This is a consumer goods and adhesive company with a good LT track record. They are the worldwide leader in adhesives (brand names are Loctite, Pattex, Pritt). This is a somewhat cyclical (use in industrial applications) but nicely growing business. 42% of their revenues are in developing countries. I am sure this one will work out nicely over time. I also added a few shares to my loosing Delta Lloyd (dutch life insurer) position. Dividend yield is now 10%. I am not quite that sure about that one (it's a financial after all).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next