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


To: Spekulatius who wrote (38457)8/29/2018 9:26:02 PM
From: Spekulatius2 Recommendations

Recommended By
Lazarus
MCsweet

  Read Replies (1) | Respond to of 78741
 
Bought a starter in BLX again at $21.3. Trading below tangible book and with a 7% dividend yield. The company suffers a bit from NIM compression, but assets appear to be solid. I think the stock suffers from and emerging market stigma, it always gets under pressure when EM stocks do (last time in early 2016). assets are mostly in USD, so currency risk is small.