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: Jurgis Bekepuris who wrote (47911)	5/12/2012 2:11:44 AM
From: richardred	Read Replies (1) of 78462

Jurgis: AVP is a big holding for myself. I've acquired some in the past at a prices higher than the current bid, but with some dollar cost averaging I'm in the green. I'm fairly certain Avon will turn down the offer with some generic phrase. We feel the offer doesn't fully represent the true LT value of Avon. Frankly IMO it doesn't. Why ,Three Words China & Brazil & Social media (Facebook)(on line parties & orders) They have hardly tapped the market in China. IMO those Chinese women are finding a little disposable income now from their labors. I know there's an Investigation of a Bribery scandal (ongoing). They way overpaid for the Silpada acquisition (Silver Jewelry). Paid about 650 mill for 230 million is sales company. It was suppose to add to earnings. Guess what, the price of silver went from 10 to high 30's. Latin America is their crown Jewel. Sure I'll take the money if Coty can convince them. I guess we will know if Richmont really wants this company. Because if they do, there going to wait for a response by the AVP board to the Coty Offer. Both AVP & Coty are packaging customers of the company I work for, Yeah, Loreal to. I can see at face value the synergies Coty can offer AVP. I have two daughters 22 & 19. The best thing I can give them now is a gift card to Ulta or Sephora.<g> I also guess I am a trusting fan of Sheri McCoy. How would you feel if you were passed over for CEO of J&J. <G> Yep, I know direct sales is different than retail and this is above average risk here. Because we don't know what Sheri will do with the dividend. Meanwhile, IMO the stock stays above 18 because speculative appeal will overrule poor earnings. I always had a feeling Warren would be interested here in some sort of way. Every had one of those Kirby Vacuum cleaner guys come up to your house with their drop off van. Warren how are you selling those things today? LOL

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next