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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (44622)	9/28/2011 3:15:23 PM
From: Spekulatius	Read Replies (1) of 78464

AVP @19.7$, bought a starter in one account. i don't think this one has been mentioned on this board. When I first looked the shareprice, i thought I missed a split <g>. the reason for underperformance is bad execution, mostly in the all important Brazilian market apparently. but at 10x earnings, an OK balance sheet and a 4.5% dividend yield and 7x EV/EBITDA , I think it's a worthwhile bet. It is my opinion that Andrea is not cutting it, and new management needs to be put into place to put lipstick on this pig <g>. I do think the brand is resilient and the valuation is low enough to live with an underperforming management for a while.

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