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

To: E_K_S who wrote (60989)	7/9/2018 12:10:16 PM
From: Coolwire	Respond to of 78751

Here's a utility idea: ENIA which per your GN calculator is about 12% undervalued and yields 3.62% in dividend. Mostly operates in Chile which has a year old conservative government. Enel Américas S.A. operates as an electricity utility company in Argentina, Brazil, Colombia, and Peru. The company, through its subsidiaries, generates, transmits, and distributes electricity using hydroelectric and thermal energy sources. As of December 31, 2017, it had 11,444 megawatts of installed generation capacity and 17.2 million distribution customers. The company was formerly known as Enersis Américas S.A. and changed its name to Enel Américas S.A. in December 2016. Enel Américas S.A. was founded in 1889 and is headquartered in Santiago, Chile. Enel Américas S.A. is a subsidiary of Enel S.p.A.

To: E_K_S who wrote (60989)	7/9/2018 8:10:25 PM
From: Spekulatius	1 Recommendation Recommended By E_K_S Respond to of 78751

E_K_S most states have already a VAT, it’s just not a federal tax and lower than in Europe. Tariffs are for certain goods from certain origin, while a VAT is applied to certain good regardless of origin, so the two are fundamentally different. The winners of the Trumponomics are the steel and Aluminum producers, at least it would be Al producers, if there were any left (90% of all the Sl is imported). Losers are fabricators of same goods - ARNC is a good example. Other losers are industrials that need to reconfigure their supply chain (all US car manufacturers) and that are also at the receiving end of retaliation (US car manufacturers in China most likely) and German car manufacturers. The economies most vulnerable to trade restrictions are Taiwan, Korea, Japan, Germany, while China is actually less vulnerable than thought, due to the large size of their home market. US is the least vulnerable. reuters.com I believe beneficiaries will be Airbus (probably wins market shares in Europe and China, access to cheaper Aluminum) and Chinese car manufacturers, as they will market shares in China against US companies (GM’s Buick is huge there and a likely loser). Other potential winners could be European defense companies (since Europe will accelerate their defense spent). It will be interesting to see how this plays out. Trump’s counter parties will most likely play for time and hope that the problem goes away in 2 years. I also think that companies will be reluctant to reconfigure their supply chain due to the same train of thought. I am thinking To buy some Great Wall motors stock 2333.HK, which is an chinese SUV producer with a depressed share price that have been putting up better numbers recently. It is run by a hard driven CEO. I expect it would see tailwinds if US car producers in China will get shafted by the government.

To: E_K_S who wrote (60989)	7/10/2018 3:26:30 PM
From: Ditchdigger	Read Replies (1) \| Respond to of 78751

I swapped out half my VZ for some T(32.17) this morning. Still holding some BCE as well in the telecom sector.

To: E_K_S who wrote (60989)	7/10/2018 8:10:11 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78751

Re T - I think they wasted a lot of capital when they purchased Direct TV and I am not sure about TWC either. Direct TV would worry me a lot as a shareholder, because cord cutting is going to hit it hard and they don’t have broadband as a business, which is the main product for the cable companies. Streaming is going to replace Satellite TV very quickly and while Direct TV has a streaming product too, they don’t really have an inherent advantage other than a customer base.