Julian Sinclair Recommends Tata Motors On Jaguar's Expanding Market

Ira Sohn London: Julian Sinclair, Chief Investment Officer Talisman Global Asset Management Limited Trade 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...

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...

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%...

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%...

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...

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...

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...

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...

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,...

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...

Career Education Corp May Be A Hidden ‘Deep Value’

Career Education Corp. (NASDAQ:CECO) is an education company with more than 57,000 students around the world enrolled in the company's schools and universities. The company offers both online and traditional teaching courses with over 100 courses at 95 schools in 23 states and five countries. Career Education is a...

Career Education Corp May Be A Hidden 'Deep Value'

Career Education Corp. (NASDAQ:CECO) is an education company with more than 57,000 students around the world enrolled in the company's schools and universities. The company offers both online and traditional teaching courses with over 100 courses at 95 schools in 23 states and five countries. Career Education is a...

Trans World Getting Back On Track, Recovering Nicely

Trans World Entertainment Corporation (NASDAQ:TWMC) is one of the largest specialty music and video retailers in the United States. The company has 350 stores and a retail web site. The majority of the company's stores are mall-based and offer a wide selection of entertainment products such as CDs, DVDs, video...

Richardson Electronics Struggles With Falling Revenues

Richardson Electronics, Ltd. (NASDAQ:RELL) is a global provider of engineered solutions and a leading distributor of electronic components to the electronic device marketplace. Specifically, the company's Visual Technical Solutions division delivers customer display solutions to a diverse customer base, and the company provides technical services for the satellite communications market....

Gencor Industries, Leading Asphalt Manufacturer, Offers Deep Value

Gencor Industries, Inc. (DE) (NASDAQ:GENC) is the leading manufacturer of asphalt plants, soil remediation plants, combustion systems and screening equipment for the road and highway construction industry. The company has a market capitalization of $83 million and an average daily volume of 17,481—so the stock is somewhat illiquid. Gencor Industries valuation That...

Preferred Stock Issues – When Is The Risk Worth The Reward?

Banco Santander, S.A. (NYSE:SAN) Fixed-to-Floating Non-Cumulative Guaranteed Series 11 Preferred Securities (NYSE:SAN.PRF) Current yield: 10.50% Liquidation preference:      $1,000 Recent market price:          $1,000 Total value of preferred stock issued at the end of Q2 2013:    EUR 5.4 billion. First half 2013 EBIT:         EUR 10.6 billion Banco Santander, S.A. (NYSE:SAN) offers two types of preferred stock, the...

Century Aluminum Is A Promising Icelandic Jewel

Sometimes smaller is better, and in comparison to its larger peer, Alcoa Inc (NYSE:AA), Century Aluminum Co (NASDAQ:CENX) appears to be the best company. Right now, Century Aluminum Co (NASDAQ:CENX)'s most attractive quality is its discount to book value. However, the company also has some interesting assets and future growth...

X
Saved Articles
X
TextTExtLInkTextTExtLInk

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Are you an intelligent investor?

ValueWalkPremium is a website and newsletter for smart investors like yourself. We focus on the latest hedge fund industry news much of which is not in the public domain and obtained via our sources.

We also have 10 years of resources on how to use this information to better your investment process.

Sign up for  today for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers

0