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

To: Spekulatius who wrote (50138)	11/22/2012 10:38:09 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78627

Did anyone try buying BNGRF? Yahoo shows no volume and no price movement. I wonder what is the availability at brokers.

To: Spekulatius who wrote (50138)	2/18/2013 11:19:21 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78627

Peeled off a few shares in BH.PA at 49.84€ and put proceeds into CAF.MC @ 346.5€, a spanish train railcar manufacturer with a great LT track record. Pe~10. This company is similar to Faiveley Transport discussed here a while ago. gurufocus.com Some concerns about the financing costs addressed in the comment section if above article. CAF is mostly export business, so the problems with the Spanish economy, while having an impact are not affecting CAF as much as one would think. for now, I opened a starter position only.

To: Spekulatius who wrote (50138)	8/13/2013 10:02:15 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78627

BON.PA @17.71 Euro. similar story than BH.PA, another underearning french Food producer <g>. BON.PA is the largest vegetable producer on the world. I think it is comparable to SENEA in the US. Their profitability is better than BH.PA but still fairly low. They are expanding out of Europe (US mostly) and make ~35% of their revenues but ~55%of their profits there. The stock went down when they reported on tough conditions in Europe (no surprise there) but earnings are still supposed to rise YOY. The yahoo numbers seem to be about correct. finance.yahoo.com My notes state ~500M€in equity, 600M € in net debt (rather high), 175M€ EBITDA /110M€ EBIT. This is a family run business basically. The bull case is that they are expanding ex Europe where the margins are better and over time, that should overcome the weakness in Europe.