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: paulelgin who wrote (48368)	6/19/2012 2:28:34 PM
From: hoyasaxa	Respond to of 78666

Agreed on Scandy. Big fan of Norway. Largest positions of small public stock exposure continue to include NORW and STO.

To: paulelgin who wrote (48368)	6/19/2012 3:34:07 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78666

I like Scandinavian stocks as the "best house in a bad neighborhood" - ie Europe. The Scandinavian stocks are not as cheap.Why not buy Investors A/B and get a nice discount (~40%) to fair market value on a bunch of industrial holdings (ABB, Atlas Copco, Ericsson etc.)?

To: paulelgin who wrote (48368)	8/3/2012 10:33:27 AM
From: E_K_S	Respond to of 78666

Stora Enso Oyj (SEOAY) A few more shares of this Pulp Paper supplier for me. It's a 30% increase to my previous position. goo.gl From their Q2 presentation: "We close the second quarter of 2012 with a mixed report. Both cash flow and liquidity continued to improve year-on-year whereas operational EBIT remained at about the level of the first quarter, as we also guided in April. Company selling below it's TBV of $8.46/share. Company generates a lot of cash/share ($1.94/share) and shows a cash flow/share of $1.18/share. EKS