Any Value Stocks?

CRenegade

Nnw.ax Chinese company just floated on Australian stock market. Ecommerce on mobile phones.

Also, I bought fnp.ax 10 months ago, up over 300% now. They just launched in America this year, pulled back a bit lately but is a good time possibly for some people to hop on board.

As you might guess I live in Oz.

wenxue

CRenegade wrote: »

Nnw.ax Chinese company just floated on Australian stock market. Ecommerce on mobile phones.

Also, I bought fnp.ax 10 months ago, up over 300% now. They just launched in America this year, pulled back a bit lately but is a good time possibly for some people to hop on board.

As you might guess I live in Oz.

Good Gain！:P

HobbyMan

Sonnenblumen wrote: »

It might be interesting to share some details (from your newsletter?) of where you have invested or when we will read some your nominations (blog?)?

I actually have a monthly newsletter:

http://www.market-swings.com/

That one is a subscription newsletter but if you download the free eBook you will also receive a periodic free email detailing a cheap share.

Fwiw the newsletter portfolio shows an average current gain of around 35%.

I tend to concentrate very much on fundamental value.

Sonnenblumen

HobbyMan wrote: »

I actually have a monthly newsletter:

http://www.market-swings.com/

That one is a subscription newsletter but if you download the free eBook you will also receive a periodic free email detailing a cheap share.

Fwiw the newsletter portfolio shows an average current gain of around 35%.

I tend to concentrate very much on fundamental value.

I will certainly take a look and would share your rational on selection criteria.

HobbyMan

Sonnenblumen wrote: »

I will certainly take a look and would share your rational on selection criteria.

Hi Sonnenblumen,

My main criteria is value. If a private investor can buy the whole company for a large discount to actual value then the company could be a good buy.

I like sub net working capital stocks but also use 5 yr av p/e, sector multiples etc.

The best way to invest is to find shares trading at a discount to present value. I am not one to invest in a company because earnings in five years are likely to be X because of Y or Z.

I am certainly one to look for a good balance sheet too.

Value Hunter

gordongekko wrote: »

their results came out after hours so no. But yes I will be.

Did you get in today? Down 14%

gordongekko

Value Hunter wrote: »

Did you get in today? Down 14%

ya but im not up 14% its nearer 5%

draiochtanois

This post has been deleted.

aidanki

HobbyMan wrote: »

Hi Sonnenblumen,

My main criteria is value. If a private investor can buy the whole company for a large discount to actual value then the company could be a good buy.

I like sub net working capital stocks but also use 5 yr av p/e, sector multiples etc.

The best way to invest is to find shares trading at a discount to present value. I am not one to invest in a company because earnings in five years are likely to be X because of Y or Z.

I am certainly one to look for a good balance sheet too.

I like your investing style, kind of warren buffet like and judging by your book you a big fan

question-does a website exist where you can look up those historical ratios you mention above for a company or do you have to thrall through company accounts to get them ?

gordongekko

gordongekko wrote: »

Tesla sold only 5500 cars last quarter. There is probably a lot of value shorting this over the next year. Closed 176 today. Target south of 120.

down $30 in 2 days. Nice tidy sum made. I think I will take some profit. I can see this stock drifting below $100 over the next year unless it manages to pull something out of the bag. Poor sales and a huge cash burn don't leave me with a lot of confidence in the stock.

Value Hunter

draiochtanois wrote: »

This post has been deleted.

I think he means for 2013, which would be more than possible considering the market is up 20 - 25%

arrowloopboy

Twitter was good value this morning :pac:$$$$$$$$$$$$$.

:D:D

HobbyMan

Value Hunter wrote: »

I think he means for 2013, which would be more than possible considering the market is up 20 - 25%

Sorry for for not making myself clear.

The average gain on shares sold since the start of the portfolio, in 2012, is around 35%.

I received a new testimonial last night from a newsletter subscriber who doubled their portfolio since April, 2012. It's on the home page.

A great website for historical P/E's and forecasted earnings is http://www.Digitallook.com

Hope that helps.

Sonnenblumen

draiochtanois wrote: »

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There are plenty of stocks up well over 100% within last 12 months and many with 300% in 3 years.

Pennystockwhiz

Sonnenblumen wrote: »

There are plenty of stocks up well over 100% within last 12 months and many with 300% in 3 years.

Yes this is true, everybody can claim their portfolio is up 35%.. I don't believe anyone unless they can verify their trades

HobbyMan

.

Pennystockwhiz

HobbyMan wrote: »

My trades are verified through my subscription newsletter.

I send an email out to my subscribers as soon as the virtual trade is made. That way they know that I am not rigging the portfolio in any way.

The 35% excludes dividends as well as trading costs so the figure should actually be higher. :cool:

Sounds impressive buddy but verifying trades through your subscription newsletter doesn't cut the mustard.. Join covestor or profit.ly to verfiy your trades

Value Hunter

Pennystockwhiz wrote: »

Sounds impressive buddy but verifying trades through your subscription newsletter doesn't cut the mustard.. Join covestor or profit.ly to verfiy your trades

Of course it does

He's buying stocks and telling his subscribers on the same day.

Whether it goes up or down he's laid his cards on the table openly before the SP moves.

Value Hunter

Also the markets are up about 40% from the January 2012

Jim2007

Pennystockwhiz wrote: »

Sounds impressive buddy but verifying trades through your subscription newsletter doesn't cut the mustard.. Join covestor or profit.ly to verfiy your trades

Actually it would be reasonable rather than impressive, given the general trend in equities over the last few years...

Value Hunter

Jim2007 wrote: »

Actually it would be reasonable rather than impressive, given the general trend in equities over the last few years...

Why don't you post some of your stock suggestions?

Be much more constructive than pointing out other peoples flaws/shortcoming in your posts.........

HobbyMan

Value Hunter wrote: »

Why don't you post some of your stock suggestions?

Be much more constructive than pointing out other peoples flaws/shortcoming in your posts.........

Here's one of mine:

Niabu Global (NBU.L)

First the bad stuff: It's Chinese (half the readers just left), it's a relatively new float (the other readers left), it's a small cap (m.cap +-£50m)...........

However if it does what it says on the tin the price should double or more.

Share price trades currently at around 86p which is about half of net working capital. Cash alone makes up about 70p of the share price.

The company is in expansion mode establishing new shops, overhauling old ones, adding new production lines etc therefore the company is currently generating negative free cash flow.

It makes a load of profits though and is currently trading on a P/E of around 1.4 and sports a well covered 8% dividend.

I usually avoid chinese shares like the plague but this one looks very interesting.

Do your own research of course.

Sonnenblumen

Very happy to see a good recovery in SP almost back to 2008 level. I'm seriously considering bailing out as it nears € 10.50/ € 11.0 range.

Any views on reasons behind Abbey's dramatic SP recovery especially within last 12 months?

Does the pull of National Grid offer better SP growth prospects which also pays a great divi (Yield 5.27%) in comparison to Abbey's lousy ( Yield 0.78%) divi which is now pushing me out ?

Value Hunter

HobbyMan wrote: »

Here's one of mine:

Niabu Global (NBU.L)

First the bad stuff: It's Chinese (half the readers just left), it's a relatively new float (the other readers left), it's a small cap (m.cap +-£50m)...........

However if it does what it says on the tin the price should double or more.

Share price trades currently at around 86p which is about half of net working capital. Cash alone makes up about 70p of the share price.

The company is in expansion mode establishing new shops, overhauling old ones, adding new production lines etc therefore the company is currently generating negative free cash flow.

It makes a load of profits though and is currently trading on a P/E of around 1.4 and sports a well covered 8% dividend.

I usually avoid chinese shares like the plague but this one looks very interesting.

Do your own research of course.

Great stuff i'll give it a look, Chinese would throw me right off though

Pennystockwhiz

Google "chinese accounting frauds / scandals" and that would put you off ever investing in a Chinese company. Don't be racist in person or life but you have to be racist in trading

wenxue

Pennystockwhiz wrote: »

Google "chinese accounting frauds / scandals" and that would put you off ever investing in a Chinese company. Don't be racist in person or life but you have to be racist in trading

:D:D:D:D:D

wenxue

Pennystockwhiz wrote: »

Google "chinese accounting frauds / scandals" and that would put you off ever investing in a Chinese company. Don't be racist in person or life but you have to be racist in trading

Nothing venture, nothing Gain.

whatever you like or not,most Chinese share price have 5 times increased in 52 weeks,you know it and quit on time.

arrowloopboy

wenxue wrote: »

Nothing venture, nothing Gain.

whatever you like or not,most Chinese share price have 5 times increased in 52 weeks,you know it and quit on time.

Sounds good to me from a traders point of view,that noise was the Ben Graham disciples slamming the door on the way out:D.

draiochtanois

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Sonnenblumen

RSA Insurance is probably a good option now?