Any Value Stocks?

ToxicPaddy · 30-10-2013 12:05AM

Sonnenblumen wrote: »

OK the poster was found guilty of a punishable offence in another jurisdiction, but I fail to see the relevance of an unsolicited notice? Is this additional punishment?

It was in response by another poster on this thread who claimed albeit in a light hearted manner that anyone who posts negatively gets banned.

I was simply knocking any rumours on the head before they started. We wouldn't want anyone getting the wrong impression now would we??

Cute Hoor · 30-10-2013 09:41AM

Value Hunter wrote: »

Volkswagen (VOW)

Expect huge gains in VOW over the next 5 years

Not a bad start, up nearly 5% this morning.

Not sure if Ferrovial represents good value, but it's SP has nearly doubled in the last 18 months and pays a very good dividend, they have just declared a 40 cent interim dividend to be paid in early December (probably factored into the SP yesterday).

Value Hunter · 31-10-2013 03:12PM

BP got a nice bump during the week, along with a improved dividend

http://uk.reuters.com/article/2013/10/29/uk-bp-results-idUKBRE99S08W20131029

Volkswagen also had a nice bump, as another poster pointed out. Got around to having another look at why their P/E is so low as well, turns out there was a large bonus in profits last year relating to their takeover of Porsche which I assume is lowering the P/E. With this discounted they will still be trading at 7 times earnings vs 4.5 as reported now. Still excellent value as far as I'm concerned.

Anymore stocks people are keen on?

Value Hunter · 31-10-2013 03:19PM

Thargor wrote: »

Yeah nearly all small caps, thinking of going to cash for a while though, just dont have a good feeling about the way things are headed, just my amateur opinion though no research to back it up, if interest rates werent so bad Id probably be finished with shares for a while or if there was a bit of certainty in the property market Id have bought an investment property by now but I feel there might be bad times coming there aswell.

Yeah its a tough time for investing, so much uncertainty ahead.

Any other small caps you had earmarked, for curiosities sake? I've enjoy valuing small caps, nothing better than spotting an obscure bargain no one else has considered

draiochtanois · 31-10-2013 03:24PM

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Value Hunter · 31-10-2013 03:26PM

draiochtanois wrote: »

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Reasons why?

draiochtanois · 31-10-2013 05:26PM

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Sonnenblumen · 31-10-2013 07:15PM

On board with BP and IFG. The latter is probably more a steady eddie stock but a tight well managed co. Pays a good divi which is a bonus. BP I reckon has plenty of upside and a good divi.

love_struck · 31-10-2013 09:03PM

Value Hunter wrote: »

BP got a nice bump during the week, along with a improved dividend

http://uk.reuters.com/article/2013/10/29/uk-bp-results-idUKBRE99S08W20131029

Volkswagen also had a nice bump, as another poster pointed out. Got around to having another look at why their P/E is so low as well, turns out there was a large bonus in profits last year relating to their takeover of Porsche which I assume is lowering the P/E. With this discounted they will still be trading at 7 times earnings vs 4.5 as reported now. Still excellent value as far as I'm concerned.

Anymore stocks people are keen on?

id be more bullish on bmw than vw , the rich are doing great worldwide as is self evident from equity market returns this past few years , bmw has a PE which is no higher than VW

Value Hunter · 01-11-2013 02:47AM

love_struck wrote: »

id be more bullish on bmw than vw , the rich are doing great worldwide as is self evident from equity market returns this past few years , bmw has a PE which is no higher than VW

VW own Porsche and Audi, so they're covered on that side of the market.

There is also quite a difference in P/E ratios. BMW is still a very good investment though

betonit · 01-11-2013 05:59PM

any views on Kerry. I keep thinking i missed the boat in this one as a long term investment. Can it the stock price grow much further

wenxue · 01-11-2013 10:21PM

CCIH，you will get double back，a few friend working in this company,they told me

Value Hunter · 02-11-2013 10:47AM

betonit wrote: »

any views on Kerry. I keep thinking i missed the boat in this one as a long term investment. Can it the stock price grow much further

No views from me, I may give them a look over. A quick glance on yahoo finance shows a P/E ratio of 30 which seems over cooked. I've no background to the fundamentals though so I can't call it just yet

Value Hunter · 02-11-2013 10:49AM

wenxue wrote: »

CCIH，you will get double back，a few friend working in this company,they told me

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

Sonnenblumen · 02-11-2013 12:03PM

DCC makes for very interesting reading. £10billion T/O, and cash rich, strong management team. Must take another look.

The co has attracted a lot of interest since moving to LSE.

rock_dinasaur · 02-11-2013 01:22PM

betonit wrote: »

any views on Kerry. I keep thinking i missed the boat in this one as a long term investment. Can it the stock price grow much further

long term most certainly but it currently has a PE of over 25 which is high

dairy sector in Ireland is set for very significant growth from april 2015 as milk quotas are removed

both Kerry and glanbia also have very profitable high margin product enterprises overseas

gordongekko · 02-11-2013 01:37PM

It depends on how you define value. Is it something you hope will go up in 12 months or something you will lock away for 10 years.

The 1 year shares are harder to find and a bit riskier the 10 year shares may see a fall short term but still provide long term growth.

draiochtanois · 04-11-2013 10:37AM

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Value Hunter · 04-11-2013 11:13AM

Ryanair down 11.5% this morning on a profit warning.

Buying opportunity? Or the continuation of their recent heavy declines?

wenxue · 04-11-2013 11:19AM

dont have any more information,only know this company is No1 CDN service in China,about 57 per market share,this year profit can improve,Q3 Earnings Release at 18 Nov,only information I know,but cant confirm it

Pennystockwhiz · 04-11-2013 06:01PM

I wouldn't invest in a small cap Chinese company there sketchy as ****..

Sonnenblumen · 04-11-2013 07:30PM

draiochtanois wrote: »

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Agree, great company which will continue to grow, but my problem is the SP is high, high P/E and a lousy Yield. Hence I have so far declined to buy any as I believe there are better opps to make money with other stocks eg Glanbia.

Sonnenblumen · 05-11-2013 02:45AM

Pennystockwhiz wrote: »

I wouldn't invest in a small cap Chinese company there sketchy as ****..

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?)?

Pennystockwhiz · 05-11-2013 02:24PM

I haven't started a newsletter yet, Sonnenblumen by nominations do you mean stock picks?

draiochtanois · 05-11-2013 02:36PM

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Pennystockwhiz · 05-11-2013 07:52PM

The fall knocked €1billion off Ryanairs value

gordongekko · 05-11-2013 11:21PM

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.

Value Hunter · 05-11-2013 11:24PM

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.

Be a scary one to short! All logic has long gone out of the valuation

Thargor · 05-11-2013 11:30PM

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.

Did you actually go short or just making a prediction?

gordongekko · 06-11-2013 07:24AM

Thargor wrote: »

Did you actually go short or just making a prediction?

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

Any Value Stocks?

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