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Berling SA: a cash-rich book value bargain in Poland | ValueInvestingBlog.net
http://www.valueinvestingblog.net/berling-sa
Companies Profiled & Performance. June 2, 2015. December 28, 2015. One of the few places where I’m still finding some cheap and small companies is Poland. Last year I made my first investment there in a company called Śnieżka. This post is about another Polish stock that I recently bought: Berling SA. Some basic financial information about the company:. Share price: 4.09 Polish Zloty (PLN). Shares outstanding: 17.55 million. Market cap: 71.8m PLN ( 17.4m). Book value 31-03-2015: 86.0m. Berling is a famil...
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Eidai Kako: trading at 53% of NCAV and 29% of BV | ValueInvestingBlog.net
http://www.valueinvestingblog.net/eidai-kako
Companies Profiled & Performance. Eidai Kako: 53% of NCAV and 29% of BV. July 9, 2015. December 28, 2015. A recent buy for my basket in Japan is Eidai Kako (TYO:7877). This is another example of a stock with a lot-size of 1000 shares that is trading at an extreme discount to book value and net current asset value. At the current stock price of 287, the minimum investment required would be about $2400. A financial snapshot of the company:. Shares outstanding (excl. treasury shares): 6,334,263. Eidai Kako ...
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Michael Burry: Focus on Bargains and not Stock Market Valuations | Base Hit Investing
http://basehitinvesting.com/michael-burry-focus-on-bargains-and-not-stock-market-valuations
Charlie Munger Comments and the Art of Stock Picking. Focus on the Key Variables of an Investment. Michael Burry: Focus on Bargains and not Stock Market Valuations. May 11, 2015. Michael Burry’s story is captivating. And in fact so good of a story that excellent financial storytellers like Michael Lewis and Greg Zuckerman turned it into main portions of best-selling books on the financial crisis. This weekend, I happened across a link to a very nice write-up and summary of Burry’s original posts. I’...
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Avi-Tech Electronics: cigar butt provides puff | ValueInvestingBlog.net
http://www.valueinvestingblog.net/avi-tech-electronics-cigar-butt-provides-puff
Companies Profiled & Performance. Avi-Tech Electronics: cigar butt provides puff. May 22, 2015. December 28, 2015. Last week Avi-Tech Electronics. Ticker: SGX:CT1) released results. For their third fiscal quarter. The company posted a profit from continuing operations of $1.3m SGD. Revenue for the quarter was $6.1m and up 5.8% compared to Q3 2014. The liquidation of their US subsidiaries is also progressing. The CEO, Mr Lim Eng Hong hinted at another dividend after Q4:. I do think investors need to keep ...
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About / Contact | ValueInvestingBlog.net
http://www.valueinvestingblog.net/about
Companies Profiled & Performance. I would like the readers of this site to know that I am a small, individual investor. I have no financial background or formal education in this field. I just read books, filings and some great value blogs (see the links-section on the right). My investment preferences: I mainly invest in micro-cap companies (sub $100M), because I find they are often both cheaper and easier to understand than large caps. You can contact me (Paul) by filling out the form below.
valueinvestingblog.net
Value Investing Blog: investing in undervalued and unpopular micro-cap stocks. - Part 2
http://www.valueinvestingblog.net/page/2
Companies Profiled & Performance. December 1, 2015. December 28, 2015. In 2013 I bought my first couple of Japanese net-nets and expanded the basket the basket with a few more positions in 2014. In this post I’ll list my current Japanese holdings. There have been a few developments that have led me to buy a few more Japanese positions since the last update in 2014. […]. Willas-Array Electronics (HKG:0854, SGX:BDR). November 10, 2015. December 28, 2015. PNE Industries looking to sell PNE Print. A positive...
valueinvestingblog.net
AP Oil's stock boosted by brokerage report | ValueInvestingBlog.net
http://www.valueinvestingblog.net/ap-oils-stock-boosted-by-report-kgi-fraser
Companies Profiled & Performance. AP Oil’s stock boosted by report from KGI Fraser. July 15, 2015. December 28, 2015. Yesterday I noticed that the stock of one of my holdings in Singapore, AP Oil International (SGX:5AU). Suddenly jumped 20%. There was no press release or other corporate event that I could find. After asking on Twitter I was pointed (thanks Writser! To a report by broker KGI Fraser Securities. KGI initiated coverage on AP Oil with a target price of $0.37. You see the same thing at numerou...
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Denkyosha: book value bargain in Japan | ValueInvestingBlog.net
http://www.valueinvestingblog.net/denkyosha
Companies Profiled & Performance. Denkyosha: profitable and trading at 37% of BV. June 26, 2015. December 28, 2015. Japanese shares have been soaring since 2012 and the Nikkei is currently at a level last seen in 2000. As a result many of the net-nets that were available in Japan have now disappeared. This has made it a bit harder to find replacements for companies in my Japanese basket of stocks. As a general rule I sell a stock in this basket when it reaches net-current asset value. 9 thoughts on &ldqu...
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Disclaimer | ValueInvestingBlog.net
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Companies Profiled & Performance. This website is an investment journal of an individual, non-professional investor. It should be read as such. One thought on “ Disclaimer. Pingback: Oceania Capital Partners ValueInvestingBlog.net. Leave a Reply Cancel reply. Your email address will not be published. Required fields are marked *. Notify me of new posts by email. Subscribe to Blog via Email. Enter your email address to subscribe to this blog and receive notifications of new posts by email.