SI
SI
discoversearch

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: Sergio H who wrote (44857)10/7/2011 1:49:58 AM
From: J Mako  Read Replies (2) | Respond to of 78639
 
re: SFD, HANS, WILC, BRFS, ABV

I had a quick look of them. None of them looks like particularly impressive except ABV.

ABV appears to be a high quality business. It also appears the P/E figure is quoted wrong on Yahoo. YTD eps as in Jun 2011 is R$1.26/sh. BRL to USD is 1.78. So, that's USD$2.24. Stock price $31.99. That gives ttm P/E 14.

It's ROE is in the range of 15-34 in the last 5 years, trending upwards.

Currency and political risks are the major concern.