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


To: E_K_S who wrote (58643)12/8/2016 7:43:27 PM
From: Investor Clouseau  Respond to of 78958
 
there was a mini steel plant, an engine assembly plant, a helicopter assembly plant and a tire company.

i don't remember the name of the steel plant, but i believe the engines were by paccar, the helicopters were airbus and the tire company was yokohama.

IC



To: E_K_S who wrote (58643)12/8/2016 11:31:16 PM
From: Paul Senior  Respond to of 78958
 
Foreign stocks other than NSRGY?

Oh yes, I've looked at some, and I hold some.

Am considering adding to Irish-based AER (aircraft lessor).
Looking at possible adds to my losing positions in aircraft component (especially consumable brake systems) English MEGGF and Swiss cement,concrete,etc. producer HCMLF (Co might do better with US infrastructure build out. Otoh, co has a bigger presence in Europe/Asia). I recently started a position (and am underwater now) in French advertising co JCDXF. They specialize in outdoor adverts at train/bus stations, and you will have seen their posters/electronic ads at airports.
Have a small losing position in Chinese internet clothing retailer VIPS which I'm considering exiting.

Have Swedish-based retailer H&M (HNNMY) on my watch list. Every once in a while I look at Germany's Henkel (HENOY). And I have several more (for example, Colombian/Canadian oil/gas stocks).

No claim by me that any of these are value stocks.

ca.finance.yahoo.com



To: E_K_S who wrote (58643)12/9/2016 9:18:49 AM
From: Ditchdigger  Read Replies (2) | Respond to of 78958
 
Can anyone tell me why GM is trading at such a low PE? I just can't figure it out, historically low(could only look back 5 yrs on ycharts-need to register and morningstar had some good bar chart historical data vs the s&p)..
I'm very happy with my GM share purchase,it just still seems cheap by the numbers, no?



To: E_K_S who wrote (58643)12/9/2016 6:07:32 PM
From: Graham Osborn  Read Replies (1) | Respond to of 78958
 
I'm not sure TIS is reasonable at 12x EBITDA/ 20x earnings. Why are they taking on so much debt recently?