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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (52114)8/14/2013 1:18:50 AM
From: Jurgis Bekepuris  Read Replies (2) of 78628
 
Yeah, you might be right about

food companies at 10x earnings are a good value
I guess vegetables are like fruits where brand loyalty is low - I seem to remember that from past discussions about FDP and DOLE. I think some people made good money on those. I never bought or bought and flipped. :) I usually have trouble buying low ROE companies. :) Anyone who catches low ROE company on margin increase / turnaround can make great money though. :)

So perhaps you gonna be right about BON.PA and BH.PA too. :)

I was going to outlast you with EVK.DE. But might outlast only a day or so. Considering selling. :)

I think that KSB.DE is more attractive, but I am still not 100% sure that I want to buy it. :) Ms. Bekepuris says that KSB is the most attractive from EVK/KSB/VASTN european selection. But she might like BON/BH if I told her about them... haha. :)

Also one more thing: you've been investing in Euro-cos for a while now. Do you start getting some feeling about family controlled ones? I.e. when it is good. when it is bad, some warning signs or whatever?
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