Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Spekulatius who wrote (44622)	9/27/2011 11:46:19 PM
From: Jurgis Bekepuris	1 Recommendation Read Replies (1) \| Respond to of 78464

No buys, no sells for second day. Aren't we supposed to talk about long term investments folks? ;)

To: Spekulatius who wrote (44622)	9/28/2011 12:11:47 AM
From: Paul Senior	Respond to of 78464

Some nice quick gains there, Clownbuck. I have DOV and your PH on my watch list for buys if they fall back to your buy-in prices. Still considering what I might do with Bayer. It's moved up too much too fast for me to start a buy now. I am just watching for now. Same with my interest in AKZOY ---another good gainer today (~10%) that I am only watching.

To: Spekulatius who wrote (44622)	9/28/2011 3:15:23 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78464

AVP @19.7$, bought a starter in one account. i don't think this one has been mentioned on this board. When I first looked the shareprice, i thought I missed a split <g>. the reason for underperformance is bad execution, mostly in the all important Brazilian market apparently. but at 10x earnings, an OK balance sheet and a 4.5% dividend yield and 7x EV/EBITDA , I think it's a worthwhile bet. It is my opinion that Andrea is not cutting it, and new management needs to be put into place to put lipstick on this pig <g>. I do think the brand is resilient and the valuation is low enough to live with an underperforming management for a while.