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

To: Spekulatius who wrote (53261)	1/31/2014 12:28:51 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78728

Re Danone (DANOY) - here is another writeup (from 2012, but the idea is still valid, imo) download.docstoc.com The stock was at 48€ when this article was written, while it's trading at 49€ now, which i'd call a wash. Danone has grown revenues since than by 7%, i think, so it's valued lower now, then when this was written. The basic thesis is that DANOY focus on healthy food should make it more valuable than other food companies like Nestle or Pepsi. While i think that the emerging market exposure is a headwind right now, due to currency weakness, I think this is LT where a food company needs to be. I bought more DANOY at 13.41$ today.