Nicolai Tangen On Experian’s Unique Market Position

Ira Sohn London: Nicolai Tangen, founder and CEO AKO CapitalTrade Idea: Experian plc (LON:EXPN) (OTCMKTS:EXPGY) Price Target: Trading below valuation of peers' high cash generation and plenty of room for growth Valuation: Experian 6% FCF yield 2013 P/E of 21.6, below peers at 24+ - cheap based on growth expected during the [...]

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Nicolai Tangen On Experian's Unique Market Position

Ira Sohn London: Nicolai Tangen, founder and CEO AKO CapitalTrade Idea: Experian plc (LON:EXPN) (OTCMKTS:EXPGY) Price Target: Trading below valuation of peers' high cash generation and plenty of room for growth Valuation: Experian 6% FCF yield 2013 P/E of 21.6, below peers at 24+ - cheap based on growth expected during the [...]

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Andrew Weiss On South Korea’s Potential Upside

Ira Sohn London: Andrew Weiss, President and CIO of Weiss Asset ManagementTrade Idea: Korea, Hyundai Motor Co (KRX:005385) (OTCMKTS:HYMLF) Price Target: Valuation: 6.9 times earnings ordinary shares, 3.1x earnings for the preferred Themes: Andrew Weiss on Korean stocks Stocks are cheap compared to similar markets. Growth prospects, six times more graduates entering the work market [...]

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Andrew Weiss On South Korea's Potential Upside

Ira Sohn London: Andrew Weiss, President and CIO of Weiss Asset ManagementTrade Idea: Korea, Hyundai Motor Co (KRX:005385) (OTCMKTS:HYMLF) Price Target: Valuation: 6.9 times earnings ordinary shares, 3.1x earnings for the preferred Themes: Andrew Weiss on Korean stocks Stocks are cheap compared to similar markets. Growth prospects, six times more graduates entering the work market [...]

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John Armitage On Nordea Bank And Ocwen: Boring Is Good

Ira Sohn London: John Armitage, Chief Investment Officer of Egerton CapitalTrade Idea: Nordea Bank AB (STO:NDA-SEK) and Ocwen Financial Corp (NYSE:OCN) Price Target: Valuation: Themes: John Armitage on Nordea Bank Low-risk stock enjoys a leading position in the Nordic region. No 1 or 2 bank in every country within Scandinavia. Banking peer Sampoo brought [...]

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Ross Turner Sees DCC As Well-Positioned For Growth In Europe

Ira Sohn London: Ross Turner, founder of Pelham CapitalTrade Idea: DCC Price Target: Valuation: Ross Turner on oil distribution Themes: Recently moved main listing to UK from Ireland. Distribution services group. Energy makes up majority of revenue. Strong record of earnings growth. Oil distribution (51%) and LPG is main part of energy division. [...]

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Mala Gaonkar Pegs Qualcomm To Ride The Smartphone Wave

Ira Sohn London: Mala Gaonkar, Managing Director of Lone Pine Capital LLCTrade Idea: QUALCOMM, Inc. (NASDAQ:QCOM) Price Target: Valuation: Themes: Mala Gaonkar on Qualcomm 2/3 of earnings are 3G 4G wireless data voice. 1/3 earnings are chips. Smart phone market doubling in the near term. High end market has a high replacement cycle. Long [...]

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Julian Sinclair Recommends Tata Motors On Jaguar’s Expanding Market

Ira Sohn London: Julian Sinclair, Chief Investment Officer Talisman Global Asset Management LimitedTrade Idea: 1. Tata Motors Limited (ADR) (NYSE:TTM), 2. Shared appreciation mortgage Price Target: 1. Tata: 100% upside Themes: Julian Sinclair on Tata Motors Around 80% of Tata Motors Limited (ADR) (NYSE:TTM) is Jaguar Range Rover. The Jaguar Range Rover brand [...]

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Julian Sinclair Recommends Tata Motors On Jaguar's Expanding Market

Ira Sohn London: Julian Sinclair, Chief Investment Officer Talisman Global Asset Management LimitedTrade Idea: 1. Tata Motors Limited (ADR) (NYSE:TTM), 2. Shared appreciation mortgage Price Target: 1. Tata: 100% upside Themes: Julian Sinclair on Tata Motors Around 80% of Tata Motors Limited (ADR) (NYSE:TTM) is Jaguar Range Rover. The Jaguar Range Rover brand [...]

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Chris Hohn Targets Aurizon, EADS As Breakout Candidates

Ira Sohn London: Chris Hohn, The Children's Investment Fund Trade Idea: Aurizon, EADS Price Target: Valuation: EADS NV (EPA:EAD) at only 10x 2015 earnings could move up to a similar valuation to that of The Boeing Company (NYSE:BA), which trades at 50x earnings.Themes: Both previously government companies. Lots of scope for reorganization [...]

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Masroor Siddiqui Tabs Salvatore Ferragamo For Growth In Luxury Goods

Ira Sohn London: Masroor Siddiqui, Managing Partner, Naya Management LLP.Trade Idea: Salvatore Ferragamo Italia SpA (BIT:SFER) (OTCMKTS:SFRGY). Short: Essilor International Cmpgn Gnl d'Opq SA (EPA:EI) (OTCMKTS:ESLOY)Price Target: E35 target price, 40% upside from current levels. E60 of Essilor current price is E80 Valuation: Themes: Masroor Siddiqui on Salvatore Ferragamo European company but only 25% [...]

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Krishnan Of Tybourne Capital On Value In Emerging Markets Media

Ira Sohn London: Eashwar Viswanathan Krishnan, Managing Partner of Tybourne Capital Management Trade Idea: Media within Asia, Indonesia - PT Media Nusantara Citra TBK (OTCMKTS:PTMEY), Surya Media (SCM) India - Zee Entertainment Enterprises Limited (NSE:ZEEL) (BOM:505537), Sun TV Network Ltd. (NSE:SUNTV) Themes: Ad spending within most developed nations is around 1% [...]

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The End Of The Road For Eike Batista

Eike Batista has been in the news a lot this year. Previously Brazil's richest man, Eike has lost around 99% of his $34 billion fortune within the space of a year. However, now Eike Batista is coming to the end of the road as his flagship oil company, OGX [...]

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Ambassadors Group Could Be Sneaky Value Investment

Ambassadors Group Inc (NASDAQ:EPAX) is an education company engaged in the organization and promotion of worldwide travel programs for students. The company also provides educational services such as book summaries, critical essays and online study guides through its subsidiary, BookRags. Ambassadors is a micro-cap with a market capitalization of [...]

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GDF Suez Looks Like A Valuable Investment

While looking for value within Europe, one utility stock has caught my eye: GDF Suez SA (OTCMKTS:GDFZY) (EPA:GSZ). As a European utility, GDF is, in my opinion, a risk. The European authorities are becoming increasingly hard to work with as they continually introduce new regulations and a slow economic [...]

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Suncor Energy Pegged As Worthwhile Investment By Buffett

Warren Buffett has singled out Suncor Energy (NYSE:SU) (TSE:SU) as one of the few companies within the commodity space that he and Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) will invest in.Suncor Energy analysis Actually, when you study Suncor it is easy to see why, the company has a low production cost per [...]

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Three Interesting Value Stocks

Currently, opinions are divided on whether or not the market is overvalued. However, one thing is for sure, stocks that conform to strict value investing criteria are becoming harder and harder to find. That said, there are still opportunities for profit, although these are often in the high risk, [...]

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STR Holdings Makes Game-Changing Move Into China

STR Holdings, Inc. (NYSE:STRI) is a producer and developer of encapsulants to the solar industry. The encapsulant is a film layer placed above and below crystalline cells in a solar panel. STR was responsible for the development of ethylene-vinyl-acetate (EVA)-based encapsulants, for use in commercial solar module manufacturing in [...]

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