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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (52101)8/30/2013 10:15:41 AM
From: Spekulatius  Read Replies (1) of 78627
 
Sold of BH.PA @51.8 €. The stock has done OK but not great, since I purchased.
My other ploy is long GEF-B @54.8$, short GEF@55.6$. The GEF-B shares have 1.5x the dividends of the GEF shares and I believe also 1.5x the ownership rights (the earnings/share indicated in their reporting are 1.5x as well, which is a strong indication). There is an old VIC report, if I remember correctly.
Typically the GEF-B share trade at least to a small premium to GEF, so even reversal to the mean would work for me.
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