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- Totally has 41 visits
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Nicolas73: Hi Micah,Hi Nicholas73,
I just want to congratulate with you for your article on NPK and...the wonderful outcome.
Looking forward to hear from you
Nicola
Thank you for your kind words! NPK was a fascinating company to research and it was a fun article to write.
Thanks again,
Micah
Nicolas73: Hi J-F,impatient to read this article.
thank you for your comment.
I mostly agree with you, but I think the market is overreacting on
RIMM.
There's much more value here than the- Nicolas73 : Hi ecotycoon, thank you very much for your reply! You gave me a better picture of Canada companies (and stocks). I agree with you on the fact that an haha the famous RIMM, well i realy don't know sometime it's not all about value, even if it's realy well under value the company. PPeople need to find out about the underlying value before the value decrease more! I know Prem Watsa buy a lot of RIM, i even think he is the third investor right now, but wath is funny is ...
- Nicolas73 : Hi ecotycoon, I've seen from your Profile that you live in Canada. I'm italian, but I have a part of my family in Toronto (I've never been there, but Personnaly i hate most of canadian stock, the business is almost alll about comodities. There's a lot of speculation about comodities, and it's hard to know the real value of a company that are about commodity because they generate income from price of commodities that are relying on speculation. Because most of the game is abou ...
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I'll be quick.
Fiat Industrial/ Fiat were a wonderful buy before the split, they traded @ the equivalent of 8€ togheter!
now I think the business of FI is good, but the debt is too high to provide a margin of safety.
Buzzi has really thin margins, with the Europe business still suffering from weakness and competition, and Mexico and Russian and US branches the only profitables.
the management is basically the Buzzi family, with a presence in this market of over a century
brembo is one of my favourites, it has had a wonderful growth still propelled by the growing asian market and a great market share position protected, in my opinion, by a durable moat
sorry for Natuzzi, the only knowledge I have of this company is the softness of my mother's sofà :)
ciao!