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Strategies & Market Trends : Value Investing

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Jurgis Bekepuris

To: Spekulatius who wrote (53258)	1/29/2014 11:46:06 PM
From: Spekulatius	1 Recommendation Read Replies (1) of 78717

Re Danone (DANOY), there is a pretty good writeup from Valuinvest (a Luxembourg value fund shop): valueinvest.lu What I like about DANOY is that they have fairly strong organic growth, due to exposure to healthy food categories and emerging markets. What i do not like is the french financial transaction tax and their below average profitability. At 15x forward earnings, it's worth a bet for me, as a portfolio "anchor" stock.

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