Use access key #2 to skip to page content.

HistoricalPEGuy (63.03)

January 2008

Recs

3

BRNC - The most unthrilling buyout ever

January 24, 2008 – Comments (5)

My buddy ctojeira and I saw this thing coming a year ago.  Nice company trading rediculously close to book value.  We were just thrown for how it could be so cheap.  [more]

Recs

5

MAN-TASTIC! A Case For Manpower

January 01, 2008 – Comments (0) | RELATED TICKERS: MAN

Holy smokes, I can't believe how much this stock is getting ripped by wall street. It absolutely makes NO SENSE. The only reason for selling these guys is some idea that the US economy is slowing down and the requirements for staffing aren't going to be there. I say who cares. The US is only 10% of MAN's portfolio. That's right, a measly 10%. Actually MAN is primarily focused in France, of all places - where the economy is actually chugging along just fine. Also, MAN is in Asia, where heavy growth will continue to require staffing services. Oh yeah, forgot to mention, its trading at an all time low for Historical P/E with good growth. This is just too good not to buy (in my humble opinion, of course).  [more]

Featured Broker Partners


Advertisement