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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (48867)	7/23/2012 8:23:53 PM
From: Spekulatius	Read Replies (3) of 78673

I started the following positions: ORKLY @6.75$. Norwegian conglomerate,that concentrates more and more in consumer goods and consumer staples(operates mostly in Skandinavia, Russian and some other countries).. Besides the food and consumer staples division, they own a stake in a pretty well run chemical and paint company an Al profile manufacturer which is profit margin challenged a heat exchanger manufacturer and an assortment of other stiff. The stock was discussed a few years ago in Dale's 50% Gains thread. This company has become more conservative and i figure if they divest the non-profitable operations, they would be debt free food and consumer staples company with an ~10x PE. Seems cheap to me. ABB @ 15.7$, starter position. Discussed in this thread many times before. Good balance sheet (essentially debt free), but recent results were not that great mostly due to margin compression in Chine. PE<10x. C @25.25$. Cheap financial, trading at 0.5x tangible book. Cheap but so so management. I have bids out on several interesting and fundamentally cheap microcaps that i'd rather not discuss to due horrendous illiquidity. Got some fills today but i am hoping for more.

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