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


To: Paul Senior who wrote (38924)8/24/2010 1:13:11 AM
From: Arid  Respond to of 78744
 
Thanks for the feedback Paul.

My take on GES is that it has done well in the recessionary period and financially seems to be well positioned for increased growth/sales as the global economy gradually stabilizes. As of Q110 same store sales went up by 9.7%. As you mentioned the Asian market growth was encouraging. I guess :-) it doesn't hurt that insiders own 30% shares.

ARO looks interesting. It has a low P/E and its ROE is impressive. Will have to look into it a bit deeper.

Thanks

Arid