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

To: Spekulatius who wrote (47819)	5/5/2012 11:17:03 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78667

I also continued to ad to HES on Friday. Today's Barron's has people who express positive opinions on some stocks that have been mentioned here, e.g. HES and your XRX. Favorable mentions too of SVU, INTC, MET, GM and others Regarding HES: online.barrons.com "On April 30, Chairman and Chief Executive John B. Hess bought 48,000 shares of Hess (ticker: HES) for $2,496,082, an average of $52 each. John Hess now directly holds 333,435 shares, a stake of less than a 1%. However, John Hess indirectly holds at least a 10% Hess stake through phantom shares and trusts." ... "'This was definitely a notable trade,' says Lon Juricic, president of StreetInsider.com, noting John Hess' purchase of shares earlier in the year. 'He was a seller for a long time and recently started buying; he's a smart buyer. With any energy stock, you've got to watch oil prices and they've been coming in lately with a pretty big move," says Juricic. "That's a major consideration when playing this.' On May 9, 2011, Hess shares reached an intraday 52-week high of $80.29, adjusted for dividends and splits. Shares slipped to a low of $46.66 on Oct. 4 and have recovered slightly since then, closing down 2.79 percent at $50.94 on Friday. More recently, on April 25, Hess reported an inline first-quarter and forecast a weaker production outlook related to the Bakken shale in North Dakota. Hess had previously set a production goal of 60,000 barrels of oil per day at that location. In response, Credit Suisse analyst Edward Westlake downgraded Hess to Neutral from Outperform and cut the price target to $70 from $95." Regarding SVU: online.barrons.com "Only two of 18 analysts recommend the stock, and more than 40% of its shares have been sold short. The stock was just ejected from the S&P 500. Its dividend yield of 6.3% implies some market fear that it might be cut, which is possible though not yet necessary. Still, valued below five times current-year earnings, most of the challenges seem accounted for. The company comfortably covers its debt service with cash flow for now. If a new value-pricing strategy—and a new head of retail operations hired last week—helps results, it would feed a relief rally. Plan B would be a break-up to separate from the main supermarket unit the stable wholesale-distribution business and the strong Sav-A-Lot chain of independently owned deep-discount grocers, which by some estimates is alone worth Supervalu's share price. Analyst Ken Goldman, of JPMorgan, applies conservative discounts to comparable companies to arrive at a sum-of-the-parts value for the stock near $11."

To: Spekulatius who wrote (47819)	5/8/2012 10:05:46 AM
From: Grommit	Respond to of 78667

CLF -- joined you today $56.80, 4.4% dividend. other: BDC -- ARCC reported. 9.6% dividend. finance.yahoo.com finance.yahoo.com

To: Spekulatius who wrote (47819)	5/11/2012 9:47:32 AM
From: Paul Senior	Respond to of 78667

Following you now with a small buy of French Cheese and Dairy product manufacturer BH.PA.

To: Spekulatius who wrote (47819)	9/28/2012 12:41:24 AM
From: Spekulatius	Respond to of 78667

I have been adding to BH.PA recently at around 46.5 Euro. As mentioned before, they are a big cheese producer owning many of the most popular brands in Europe. They basically own the market together with FBEL.PA. Bongrains margins are slim but have been rising from 2010 depressed levels ( 3.2% ) to 4% this year. The company trades below tangible book, as I see it and is run by a the family, so I would not expect sudden changes. i do think that this stock is too cheap, even considering the low profit margins. Over time, I think they should get em up, since there pretty much run a duopoly with FBEL.