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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (50138)2/18/2013 11:19:21 AM
From: Spekulatius  Read Replies (1) of 78628
 
Peeled off a few shares in BH.PA at 49.84€ and put proceeds into CAF.MC @ 346.5€, a spanish train railcar manufacturer with a great LT track record. Pe~10. This company is similar to Faiveley Transport discussed here a while ago.

gurufocus.com

Some concerns about the financing costs addressed in the comment section if above article. CAF is mostly export business, so the problems with the Spanish economy, while having an impact are not affecting CAF as much as one would think. for now, I opened a starter position only.
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