lbenedet_value

Description:

This are picks from my 401K and Private Account. Stocks are or were value picks when I acquired them, lots of south american firms because of my Brazilian roots and belief in economic growth of region. I look for value as measured by P/E, P/BV, P/CF and DCF model, good operational numbers (ROE, ROA, Margins) and in small caps I stress high inside ownership and good financial strenght.

Picks are presented in order of weight to Portofolio

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6 Winning Stocks for Awards Season

02.13.12 | 06:37 PM

MILLBURN, N.J. (Stockpickr) -- We are in the heart of awards season. The Golden Globes Awards ceremony was held on Jan. 15, and the first-ever NFL ...

PepsiCo Posts Solid Earnings but Cautious on 2012

02.13.12 | 02:52 PM

 The following commentary comes from an independent investor or market observer as part of TheStreet’s guest contributor program, which is s...

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