Fundamental 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 : Fundamental Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (2912)	4/17/2013 11:44:35 PM
From: The Ox	Read Replies (1) of 4719

I'm not sure why you would classify AAUKY as "dirt" cheap? At a long term 6% growth rate and forward EPS estimates around $2, seems to be closer to "fair value", (if not overvalued) based on near term future earnings potential. I'm not a huge fan of Zack's ratings but they have it on a strong sell and that's usually worth noting. Yes, it's selling below book but I would think what appears to be a negative return on equity would have a lot to do with that! It's not a stock i've followed, so maybe there's more "under the hood"? We have some RIO, some FCX and have been looking closely at VALE, BHP, CLF, MT and SCCO. BHP seems the most overvalued but has a solid portfolio. MT debt to equity is a big question mark. Traded out of SCCO and would like to buy back at lower levels....as we would with VALE. The plunging estimates are a big concern for CLF and MT.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next