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

To: Spekulatius who wrote (47635)	4/26/2012 9:53:48 AM
From: Spekulatius	Respond to of 78471

NEX.PA - 38Euro is an European cable manufacturer that is absolutely getting hammered. Looks like it's trading below stated (~1.9B Euro) and even tangible book (~1.5B Euro ?), it's market cap is only 1B Euro. Loss in 2011 was due to restructuring charges. Latest news don't sound that bad to me: nexans.com bloomberg.com Cable manufacturing is a tough business but that seems somewhat overdone. I have this stock on my watchlist because 3rd Ave owns is the stock since 2010 at higher prices. Their balance sheet is in decent shape. Disclosure: No position yet.

To: Spekulatius who wrote (47635)	4/27/2012 12:32:47 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78471

KSS - I asked my wife one more time whether she'd invest into KSS and she said no. :) She thinks that KSS is in this weird place between discounters and department stores that makes it hard to define itself. I may disagree with this assessment - KSS may continue doing well if it can define itself as department store quality for cheaper prices. I agree though that it may have problems if people start to judging it as a discounter-wannabe with not-so-cheap prices. I'll probably skip buying KSS shares now. Might be interested at cheaper price.