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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (21481)6/22/2005 11:58:34 PM
From: Spekulatius  Read Replies (2) | Respond to of 78594
 
Portfolio update - TWIN. Found this one using a screen for low P/B companies with reasonable debt and PE's. TWIN operates ina market niche producing heavy duty transmissions for boats, military vehicles and oil drills etc. Paying a dividend as well and reasonable FCF per my own calculation. A sleeper company with a fairly undemanding valuation and no analyst coverage 9 a plus, IMO).

finance.yahoo.com



To: Spekulatius who wrote (21481)8/13/2005 2:10:06 AM
From: Spekulatius  Respond to of 78594
 
re PVD. 20F for 2004 out(equivalent of 10k). Earnings were 0.18c/ADS x15 = 2.7$ per ADR. Dividend of 0.12c/ADS=1.80$/ADR. Not bad for a stock that trades at 28$. As i mentioned before PVD is a pension fund provider in Chile. it essentially runs mutual funds for a fee, with some insurance strings attached. It's business model is closer to a T. Rowe Price than to an insurance company. Despite the recent run, i believe the stock is still fairly cheap.

sec.gov


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