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


To: Paul Senior who wrote (63778)4/12/2020 2:46:49 PM
From: Nya_Quy  Read Replies (2) | Respond to of 78740
 
Yeah, I while back (SI post) I mentioned this one: Mediaset Espana Comunicacion, S.A. ( TL5). Perhaps it sparks your interest...

-- Nya --



To: Paul Senior who wrote (63778)4/12/2020 3:11:05 PM
From: bruwin  Read Replies (1) | Respond to of 78740
 
As a matter of interest, have you, or anyone else here, considered Russian Bonds ?

Here's what they were going for very recently ....



The Yield on a 12 month bond is around 5.7%. In the USA you'd get only about 0.2%.

And Russia's National Debt level is low compared to many other countries, about 12% of GDP .....



In the USA one is looking at about 104% of GDP .....



In addition Russia has been steadily building up its National stockpile of Gold Reserves ......



Currently that's about 2020 Tons. At about $55mil./ton that gives Russia a Gold Reserve value of about $111 billion.

Seems to me that Russia is a fairly financially stable country with little national debt and good reserves.



To: Paul Senior who wrote (63778)4/16/2020 4:07:43 PM
From: DinoNavarre  Read Replies (2) | Respond to of 78740
 
Hi Paul,

Since you did not get many responses....Thought I would take a crack at it.....

Not sure if these companies/stocks would qualify under your value or gaarp or growth criteria, but here are a few that I own...

Italy:

DVDCY / DVDCF / CPR.MI

FINMY / FINMF / LDO.MI Bought a small bit last November/December.

ENAV.MI / BNY Mellon lists DR, but not sure if it trades/is active. I own the Italian listed shares, recently added shares.

Spain:

IDEXY / IDEXF / ITX.MC Recently bought small amount.

EBRPY / EBRO.MC I own the Spanish listed shares.

UK:

Started positions in these four recently:

LNSTY / LDNXF / LSE.L

JMPLY / JMPLF / JMAT.L

RYCEY / RYCEF / RR.L

FNLPF / FRES.L

Added to these two recently:

BAESF / BAESY / BA.L

OCDGF / OCDDY / OCDO.L

I own four more of the UK ADR's: BTVCY / CBGPY / FERGY / SLFPY

Possible bargain...??? Swiss listed, a solid company, that appears to be on sale: GBERY / GEBN.SW
I added 200 more shares recently, have held shares since 10/2014.

dmv