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Any Value Stocks?

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Comments

  • #92
    HobbyMan
    Banned (with Prison Access) Posts: 212 ✭✭HobbyMan


    draiochtanois wrote: »
    This post has been deleted.

    Yes, EPS fell but the company is still very profitable.

    Net working capital stocks usually have losses are very static earnings (which is why the market discounts them).

    A longer trend is needed re T/O & COS for obvious reasons but looking since their AIM IPO the growth between the two is very close.

    Annual increase in figures for 2010/11 T/O was up 19.81%, COS up 21.66%.

    For 2011/12 T/O was up 12.4%, COS up 12.8%.

    A disturbing trend no doubt but many net-net type shares have far worse figures. In my opinion, if this was a 'normal' net-net, then the company is still undervalued (to be reviewed when the capex program is finished).

    Edit: By 'normal' I mean not from a country on my danger list.


  • #93
    draiochtanois
    Registered Users, Registered Users 2 Posts: 2,632 ✭✭✭draiochtanois


    This post has been deleted.


  • #94
    HobbyMan
    Banned (with Prison Access) Posts: 212 ✭✭HobbyMan


    draiochtanois wrote: »
    This post has been deleted.

    Chinese small cap shares speculative?

    Never! ;)


  • #95
    Value Hunter
    Closed Accounts Posts: 337 ✭✭Value Hunter


    Sonnenblumen wrote: »
    RSA Insurance is probably a good option now?

    Seems like a big over reaction from the market alright, haven't done any research into them yet though


  • #96
    gordongekko
    Registered Users, Registered Users 2 Posts: 5,299 ✭✭✭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.

    finished @121 That dropped a lot quicker than I expected but I've just sold the last of my holdings. Nice tidy profit made.


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  • #97
    Value Hunter
    Closed Accounts Posts: 337 ✭✭Value Hunter


    gordongekko wrote: »
    finished @121 That dropped a lot quicker than I expected but I've just sold the last of my holdings. Nice tidy profit made.

    Very nice Gekko, timed it perfectly

    Any views on Paddy Power after yesterdays drop? The bookie always wins and yesterdays drop seemed a bit extreme for what is most likely a once off.

    Still richly priced but will international growth justify it?


  • #98
    draiochtanois
    Registered Users, Registered Users 2 Posts: 2,632 ✭✭✭draiochtanois


    This post has been deleted.


  • #99
    gordongekko
    Registered Users, Registered Users 2 Posts: 5,299 ✭✭✭gordongekko


    draiochtanois wrote: »
    That is gambling and has nothing to do with investing.

    And even if you did make that trade there are probably countless others that went the other way.

    The market can stay irrational much longer than you can stay solvent....

    The value in stocks at the moment is on the downside not the upside. It was a perfectly valid trade based on the shocking results and huge run up in the share price. I had expected it to fall over a much longer period than it did but that's life.


  • #100
    draiochtanois
    Registered Users, Registered Users 2 Posts: 2,632 ✭✭✭draiochtanois


    This post has been deleted.


  • #101
    hullaballoo
    Administrators, Entertainment Moderators, Social & Fun Moderators, Society & Culture Moderators, Paid Member Posts: 18,829 Admin ✭✭✭✭✭hullaballoo


    draiochtanois wrote: »
    This post has been deleted.
    I fail to see how you have concluded that that is what gg is saying in his post. It looks an awful lot like you're looking for a fight tbh.


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  • #102
    draiochtanois
    Registered Users, Registered Users 2 Posts: 2,632 ✭✭✭draiochtanois


    This post has been deleted.


  • #103
    hullaballoo
    Administrators, Entertainment Moderators, Social & Fun Moderators, Society & Culture Moderators, Paid Member Posts: 18,829 Admin ✭✭✭✭✭hullaballoo


    It's pretty clear that he meant the value in stocks generally as opposed to your reading in "all stocks".

    Anyway, that's the end of it. I don't want to have to start moderating this thread, which should really be fairly non-confrontational.


  • #104
    Sonnenblumen
    Registered Users, Registered Users 2 Posts: 5,834 ✭✭✭Sonnenblumen


    Well despite the 100% recovery in SP price (probably a little more upside)but the lousy divi (< 1.0%), it was high time to get out and cashed out of Abbey.

    Money put to better use in National Grid and Royal Mail. The latter is probably a little early, but hopefully any more slide between now and year's end will be offset by a lift following FTSE 100.

    Anyways both stocks I intend holding for longer term.


  • #105
    gordongekko
    Registered Users, Registered Users 2 Posts: 5,299 ✭✭✭gordongekko


    Sonnenblumen wrote: »
    Well despite the 100% recovery in SP price (probably a little more upside)but the lousy divi (< 1.0%), it was high time to get out and cashed out of Abbey.

    Money put to better use in National Grid and Royal Mail. The latter is probably a little early, but hopefully any more slide between now and year's end will be offset by a lift following FTSE 100.

    Anyways both stocks I intend holding for longer term.

    royal mail and the other logistics companies is an interesting area. I have a feeling the amazon is going to take one of them out over the next few years but im just not sure which one they will purchase.


  • #106
    Sonnenblumen
    Registered Users, Registered Users 2 Posts: 5,834 ✭✭✭Sonnenblumen


    gordongekko wrote: »
    royal mail and the other logistics companies is an interesting area. I have a feeling the amazon is going to take one of them out over the next few years but im just not sure which one they will purchase.

    Well they or Deutsche Post will have significant deep pockets to do so. The 'media analysts' seem to think DP will ?

    I'll take a back seat and wait. ;)


  • #107
    Value Hunter
    Closed Accounts Posts: 337 ✭✭Value Hunter


    http://online.wsj.com/news/articles/SB10001424052702303997604579238062976811726

    http://www.boards.ie/vbulletin/showthread.php?p=84665439

    :)


  • #108
    gordongekko
    Registered Users, Registered Users 2 Posts: 5,299 ✭✭✭gordongekko


    Value Hunter wrote: »
    http://online.wsj.com/news/articles/SB10001424052702303997604579238062976811726

    http://www.boards.ie/vbulletin/showthread.php?p=84665439

    :)

    nice one


  • #109
    HobbyMan
    Banned (with Prison Access) Posts: 212 ✭✭HobbyMan


    Some fund type stocks:

    My 2013 mentorship clients looked at Avanti Capital (AVA.L) when it was trading at 55p. Yesterday AVA announced a 105p dividend and is currently trading at 150p. The initial share price rise was due to an IPO of one of AVA's underlying investments.

    More recently I found AUMP. NAV 212p, share price then around 55p (Now 87p) but loan renewals were a problem. Loans have since been extended (for the short term) but they are not out of the woods yet. From an income point of view they look cheap too if only they could increase occupancy a little.

    Another undervalued company is Saint Peter Port Capital (SPPC.L) which is trading at a 50% discount to NAV. Several underlying investments doing well. Great balance sheet. Like AVA SPPC could see the flotation of one or more of its investments. The company states that several holdings are worth more than the value that they are being carried for.


  • #110
    wenxue
    Registered Users, Registered Users 2 Posts: 65 ✭✭wenxue


    Value Hunter wrote: »
    Small cap internet provider in china. Exceptional potential, coupled with exceptional risk. Any more details you can provide?

    did you buy CCIH? do you know how much now?


  • #111
    Thargor
    Registered Users, Registered Users 2 Posts: 18,254 ✭✭✭✭Thargor


    HobbyMan wrote: »
    Some fund type stocks:

    My 2013 mentorship clients looked at Avanti Capital (AVA.L) when it was trading at 55p. Yesterday AVA announced a 105p dividend and is currently trading at 150p. The initial share price rise was due to an IPO of one of AVA's underlying investments.
    What happened there?

    https://www.google.com/finance?q=LON%3AAVA&ei=4NohU7CrFuatwAOp3QE


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