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Strategies & Market Trends : Value Investing
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From: staring9/17/2016 9:18:30 AM
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Update - Yesterday Trades:

- I bought AXA SA - Euronext Paris - Its normalized price to book is at 0.66 and normalized PE at 7.7. Profitability has not been great, but it has been relatively consistent. It has consistently returned cash to shareholders through dividends.

- I replaced my holdings in Altri SA for Navigator SA (both Euronext Lisbon) - These are two good companies but Navigator's business is more vertically integrated. Moreover, Altri currently has more leverage and from a valuation perspective appears to me more expensive.
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