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

To: Spekulatius who wrote (58825)	1/28/2017 8:18:51 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78753

I added back to EEQ again, after having my position reduced by 60%. The stock has been performing badly after they showed their guidance for 2017, which is down. I am surprised that ENB and SE are fairly stanle - as the HP, they have a lot of lose, if EEP/EEQ ever will cut their distribution. I also bought some DANOY, the French dairy/food company. DANOY had been performing badly, and the recent merger with Whitewave adds substantial debt. However, they were able to finance the merger with very low cost debt, so I think this will eventipually pay off. I think the depreciating Euro has a lot of do with DANOY stock underperformance, but I don't think the Euro will go down much further from here.