tag:blogger.com,1999:blog-7294165939647321702.post6456013277780783575..comments2024-03-11T10:31:06.107-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Shook Those STTsSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-7294165939647321702.post-44379793035156389102017-04-04T02:45:22.585-04:002017-04-04T02:45:22.585-04:00RAIL looks interesting at current priceRAIL looks interesting at current priceFrankieKTLamhttps://www.blogger.com/profile/15861850529486670970noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-48689889261951070462017-03-30T11:21:10.431-04:002017-03-30T11:21:10.431-04:00You might also want to take a look at Regency Affi...You might also want to take a look at Regency Affiliates (RAFI). In this presentation the company does the valuation for us: http://www.regencyaffiliates.com/presentations.html<br /><br />Some of the numbers in that valuation might be a bit optimistic, but not crazily so, in my view.juannoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-35808859936144941142017-03-29T08:58:04.511-04:002017-03-29T08:58:04.511-04:00BEBE: It's retail, and fashion, so risky. And ...BEBE: It's retail, and fashion, so risky. And they have leases. But at $3.7 it looked cheap. Lloyd Miller III owns a chunk. The company might be looking to go online fully, and to negotiate remaining lease payments with landlords: http://www.businesswire.com/news/home/20170322006268/en/juannoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-51017801597211055732017-03-28T12:39:20.168-04:002017-03-28T12:39:20.168-04:00Try these:
-Texwinca (almost 50% of market cap is ...Try these:<br />-Texwinca (almost 50% of market cap is excess cash): really cheap right now<br />- Fibra Hotel/ Fibra Inn (mexico REIT, hotels, great price at less than replacement cost). As hotel occupancy rise and rates rise and the peso appreciates, it will be a TIMES 3 return on the investment<br />- CNTE: coal at 4x EBITDA<br />- SMFG/ MFG: japanese banks at 8x Earnings. Global inflation pick up trade will catapult these higher. Higher earnings and higher multiples.<br />- Also like gazprom at 4x Earnings. Lots of risk built in but none should materialize. <br />Would gladly talk to you about these. Best regards and thanks for a great blog,<br /><br />PedroAnonymoushttps://www.blogger.com/profile/01019369661010962761noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-59899164969264833412017-03-28T10:46:23.918-04:002017-03-28T10:46:23.918-04:00IPC.V IPC.V Anonymousnoreply@blogger.com