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

To: Spekulatius who wrote (44794)	10/4/2011 5:42:32 PM
From: Sergio H	Respond to of 78667

Looking at FTR. Appears to be oversold due to decrease in cash flow, but co. stated dividend is safe. I like the bounce off the 52 wk. low with volume and dividend is very attractive. Don't see much downside potential here.

To: Spekulatius who wrote (44794)	11/6/2012 10:13:34 PM
From: Spekulatius	Respond to of 78667

GEF-b @44.3$. I decided to buy a starter position in both my taxable and IRA account. I think the owner operator aspect of GEF us a plus, as well as the good dividend (5.6% currently). The acquisitions have added quite a bit more to the debt than I'd like to see (~1.2B$) but they have shown good FCF this year. GEF had a great year in 2019 but have taken a step back in 2011 due to margin pressure (raw material rising faster than product prices). I think they would have a great year if the economy accelerates. Some article mention a Saudi Arabian venture but according to a latest 10q, the sums involved seem too small to make a difference. FWIW, the GEF-B shares are equivalent to 1.5 GEF shares while costing only 4% more, so they are a relative bargain.