good buy?

[jakon]

PE of 8 and earnings yield of over 12, both way better than the all share , is this a good buy?

[kwagga]

Yes. I like this share. It's trading under NAV, they have excellent top management. Only negative is their large exposure to Europe, hence the discounted share price. If you buy this you will need to keep it for a few years to reap the benefits. omo

[#3]

these guys are legends. They almost double their topline with all that much hyped European exposure. They pull off deal of the century to procure one of Europe's largest retail chains - they vertically integrate (to an extent) their local manufacture, and the market still continues to punish them. I think Kwagga is right - if you keep accumulating them, they should pay handsomely in the future

[jakon]

Tnx for the advice... will add more to my portfolio for long term.