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CafeB

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    Buying real assets denominated in Euros

    in General Discussion

    Posted

    On 7/24/2022 at 1:55 PM, Dinar said:

    I own it and love it.  In my opinion, the best management team in the business.  Really smart buyers of assets and then able to grow them.   It is less of an exporter though than Diageo or Pernord Ricard or Remy.  

     

    It seems to benefit from family control. Thank you once again.

    Buying real assets denominated in Euros

    in General Discussion

    Posted

    On 7/15/2022 at 8:11 PM, Dinar said:

    I prefer Remy.  Remy is 20% more expensive on a multiple basis, but I think cognac will grow much faster than the spirits industry as a whole, so growth will probably be 1-3% per annum faster than Pernod. 

     

    Interesting. Thank you. Do you have an opinion on Campari? Thanks again

    Today's 52-week lows (those of interest on any given day)

    in General Discussion

    Posted

    3/25/22:

     

    WHR - Whirlpool -- new topic started this past week:

     

     

    SWK - Stanley Black & Decker -- discussed this past week in "What are you buying today?"

     

    MNRO - Monro (formerly Monro Muffler Brake) -- "acquirer of choice" in fragmented industry

     

    GFF - Griffon -- activist investor presentation: https://www.sec.gov/Archives/edgar/data/50725/000092189522000203/ex991dfan14a10925008_012022.pdf

    Today's 52-week lows (those of interest on any given day)

    in General Discussion

    Posted

    On 2/24/2022 at 6:51 PM, CafeB said:

    BURL? From its investor presentation, on its potential: "remains the smallest, least productive, and least profitable of the major off-price retail chains".

     

    3/3/22:

     

    BURL

     

    BOOM - DMC Global -- recent building products acquisition diversifying away from "perforating systems and associated hardware for the global oil and gas industry" and ''explosion-welded cladding technology" -- energy industry ~1/3 pro forma sales

     

    ALV - Autoliv

    Today's 52-week lows (those of interest on any given day)

    in General Discussion

    Posted · Edited by CafeB

    21 hours ago, bizaro86 said:

    long term ROST holder (and adding below $90). I think management is quite a bit better than TJX, and I expect better growth

     

    Interesting. Thanks.

     

    Any opinion on BURL? From its investor presentation, on its potential: "remains the smallest, least productive, and least profitable of the major off-price retail chains". Thanks again

    Today's 52-week lows (those of interest on any given day)

    in General Discussion

    Posted · Edited by CafeB

    2/23/22:

     

    CSGP -- “2021 was our first full year in the residential property space ... With an addressable market almost three times the size of our existing business, we believe that the residential property opportunity has the potential to add billions in revenue to CoStar Group over the medium to long term. In order to take advantage of this significant growth opportunity, we plan to increase the level of investment in residential products, content, sales and marketing in 2022.”

     

    ROST, TJX

     

     

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