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

To: Spekulatius who wrote (44285)	9/9/2011 1:20:02 PM
From: Difco	Read Replies (1) \| Respond to of 78671

Clownbuck, Do you know a good website, similar to EDGAR, where I could find in one place the financial filings of any European company? Thanks in advance.

To: Spekulatius who wrote (44285)	9/7/2012 10:24:03 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78671

Re HENKY - selling my shares acquired in 2011 for 64.8$, almost a 50% gain including dividends. I am holding my shares acquired in 2008. At 16x earnings, Henkel is fully valued. Their business mix is about 35 consumer staples and 65% industrial specialties like industrial glue etc. The latter is a good business but also somewhat cyclical, so it does not deserve a 16x earnings multiple. It's a great company though and I will keep in on my watch list.