Alliance One International, Inc. (NYSE:AOI)

While smoking is frowned upon in the US, it's still a big part of the culture in europe and primarily in the far east. The company is growing efficient, and trimming their expenses year over year.

Excellent growth record! Am in it for the long haul....

MB9 A

Only a few players within a growing market in the third world (smokers)

Cheap

Tabacco. Nothin wackier than tobacco.

Squeezing the shorts;
going long picks on stocks with high short interest yet have valuations that arent too bad (or actually good)

tickers: matk,cvbf,hth,gy,aria,edmc,aoi

value play - following fine capitals new holding

outperform has been beaten down people smoke more when the stock market is down

PSF

Alliance One International, Inc. (AOI) is an independent leaf tobacco merchant who selects, purchases, processes, stores, packs and ships tobacco grown in more than 45 countries.

Smoking is bad, but my eleven twenty-one method tells me AOI is a long term winner.
AOI's chart also looks OK (not great, but good enough).
Last one-day big jump in price (15% back in January) was on 10x average volume. Nice.

Currently at $5.40, AOI is 10% off its 52W high.

I picked this because of the numbers and the fact that it's & Klarman pick...

... but I'm posting to ask the community if they know what's up with the stock price. According to google finance and this site it went up 2,164% in the last hour of trading on March 3rd... Is this yet another example of a listing glitch? What causes these?

This met a high level screen to indicate a buy and strong outperform against its peers (other tickers in its industry). My 1st version of this spreadsheet devles deep into the company's balnace sheet and recent income statements, combined with other relevant price data for the company including insider/institutional holdings, short interest, debt levels, etc.
Testing capabilities of this 1st version of my automated, valuation spreadhseet matched with my personal criteria and see how it holds up.

It's cheap, addictive & well.....this is just personal, but I like that it's politically incorrect.

Tracking some of my actual portfolio

so many are 'walking on eggs', tobacco is a defensive sector; a good hedge for many occasions

On September 10, 2009 at 5:42 PM, Kaskoosek (99.76) wrote:

This company is a tobacco leaf merchant, which sells its produce to the largest and most famous tobacco companies.

You can directly realize that this company is hugely undervalued by looking at their financial ratios. p/e, p/b and ev/ebitda are all very attractive.

I have personally bought in RL at 3.92 and intend to hold for a long time. 5y

It is important to understand the macro enviroment we are living in. Let me say that smoking is first a recession proof industry, so even if they have a high debt load it is easily servicable, because revenues are going to be always there.

Another important caveat is the weakness in the dollar and the expected inflation in the future. Buying this company will offer great rewards exatcly due to the high debt and everyone will keep on smoking whatever the inflation rate. Making this company actually a steal. So buying this company is like buying silver at 4$ levered 10 times. How much money do you suppose you will make? My answer is a lot.

Let us say that 10 years from not all their debt is devalued away and their sales are still the same. This would be akin to buying a p/e ratio of less than 1, because their interest payments are higher than their market cap.

Sensible fundamentals in the tobacco industry.

bottomm end here look for huge next month with the development of asia india and aoi moving in these markets means huge gains should reach 12 by years end