Gruma S.A.B. de C.V. (GMK)

I have purchased GMK :-

http://finance.yahoo.com/q?s=gmk

Industry: food processing
EPS = -6.54
EPS EST 1yr = 1.08 2yr = 1.285
EPS EST Q1 = na Q2 = na
PE = na Industry 16.5
PB = 2.38 Industry 1.9
PS = 0.31 Industry 0.8
P/CF = na industry 14.0
P/FCF = 3.0 Industry 16.0
Yield 0.0 Industry 0.0
Gross profit margin = 32.5 Industry 23.8
Operating margin = -60.9 Industry 2.4
Net Profit Margin = -31.1 Industry 1.7
ROA = -34.0 Industry 1.4
ROE = -99.0 Industry 10.5
Insider ownership = 74.9
Greenblatt ROC = 17.26
Greenblatt Earnings Yield = 13.51
PosFCF generic % free cash flow yield 3.13%***
Passes 13 of 17 of Mike Klein's metrics
MaxPrice = 49.24 Discount 85%**
Metrics from qtr ending 12/31/2008
Caps rank 4
http://finance.yahoo.com/q?s=gmk
MC score 253

All good enough for my money. I only suggest stocks that I own !

(See posts 388/584/665/760/1051/1807/2213/3546/3755/4046/4208/4225/4345/4573/4818/5241/5242/5310/5461/5579/
5169/7651 on 'Investment Analysis Clubs / Dynamic Value Investing ' board for extra due diligence applied ). **MaxPrice is a generic version of Mike Klein's Maxprice and ROC and Earnings yields are generic versions of Greenblatt's metrics. *** PosFCF generic % free cash flow yield taken from AAII and posts 5248 and 5253

See 'Investment Analysis Clubs / Dynamic Value Investing' board and my CAPS profile for further excellent companies selling at a discount to Maxprice with excellent current metrics. CAPS only shows my selections over 100Mill (unfortunately due to restricted lower market cap applied by MF CAPS).

As stated on the 'Investment Analysis Clubs /Dynamic Value Investing' board my aim is to obtain up to 50% returns p.a. as Buffett stated he could obtain (3 times) recently. A very difficult task but you can follow along with my buys and sells on my CAPS page, where I put my money where my mouth is . If I perform well I hope you can benefit. If not , feel free to ignore my comments. CAPS allows each and everyone of us to be clinically judged on our stock picking abilities over the LONG TERM.

Please always do your own due diligence before investing.

Manucastle :o)

Correction seems over due here:

Stock price near 52-week high
($6.60) Diluted EPS
(24.54%) Profit Margin
(99.41%) ROE
0.93 Current Ratio

so many uses

BRAVOBEVO'S pitch

ccest compte

Dang, I just wish that I would have bought this with real money back when I gave it the thumbs up. Oh well.

GMK one notch away from very bullish on stockta.com. Open gap yesterday. Very bullish candle pattern. breakout at $4.60?

Fundamentally - meat prices are being discounted at local supermarkets. As meat prices decline feeding margins get squeezed. Deceased feed demand would lower corn prices further. Looks like we have a bumper corn crop coming with decreased demand. This would expand milling margins for possibly record profits for Gruma going into 2010.

BravoBevo + portefeuille = more than good enough for me.

because we all eat corn

GMK makes tortillas. That is pretty much the only good thing coming out of Mexico besides drugs. How can this one not dominate.

This company beat the average before the economy fell. If took a harder hit than the average and now it is time for it to bounce back to catch up to the overall market for similar products. As things improve this stock will rise more quickly until it overtakes the industry once again.

I love tortillas

Latinos love their tortillas! And the percentage of Latinos in the US is increasing steadily, this company has a big moat and a discount price currently. Corn has long been considered by Central & North American Indians to be the heart of their wealth, which makes this penny well worth picking up.

Chea tortillas. Ok, let's face it: Gruma administration made huge mistakes last year using badly derivatives. I hope they learned with those mistakes.

10000

This stock looks over sold to me. Economic Downturn should not devestate food producers as much as luxury manufacturers and with its current valuation I think it is worth a nibble.

who doesn't like mexican food?

eating is somethin ppl can't cut back on

follow the caps leaders on this one