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

To: staring who wrote (57214)	4/28/2016 7:26:08 PM
From: Jurgis Bekepuris	Respond to of 78767

I don't look for immediate upside. For all these companies, my plan is to hold pretty much forever or until current owner operators die, retire, no longer do good job. TESB:BE is continued turnaround story. Bet on the jockey, since businesses are so so. Exor - I don't particularly like Fiat/CNH/Ferrari/Juventus, but I think the team is great, so I'll see how they do. My personal opinion only. ;) I'm not gonna pound on the table about any of these. Another one possibly: EFFN:SE. Possibly even further away from being cheap. I don't have much of this one and less conviction too. Most of these are from cornerofberkshireandfairfax.ca There have been cheaper lesser quality company ideas there too that might be more interesting to you. I'll just throw out a recent one I heard: trades on Greek market, IKEA franchisor there. I was not interested. Edit: Found the name: Fourlis fourlis.gr Good luck.