lbenedet_value
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Created by lbenedet
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Date updated:07-29-2007

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

symbol name last price % change open
  • +
  • SDTH
    Shengdatech
  • $6.28
  • +2.45%
  • $5.84

undervalued chinese small cap. Two main business coal chemicals and 'filler' (npcc) for tires and plastics.

People owning SDTH also tend to own: BEPFFHLFROJSNQCCSORLAAPL

TheStreet.com Rating: C What is this?

  • +
  • TX
    Ternium S.a. Ads
  • $32.20
  • -3.45%
  • $31.94

Steel firm with roots in Argentina under the powerfull technint group but registered in Luxemburg. Depressed share value when picked because of uncertanity with its Venezuela operations.

People owning TX also tend to own: AWIDMXCCSCOBMRNEMCGS

TheStreet.com Rating: D+ What is this?

  • +
  • TCHC
    21st Century Hold
  • $4.20
  • +4.48%
  • $4.05

ridiculously undervalued Florida small cap insurer

People owning TCHC also tend to own: AEOSCHKPCRYPHNRPAYXTRLGKAD

TheStreet.com Rating: D+ What is this?

  • +
  • ITU
    Itu
  • $0.00
  • N/A
  • $N/A

undervalued when picked in the lows of mid 06. Dominant Brazilian bank with outstanding operaitonal numbers and growth prospects.

People owning ITU also tend to own: BTUCHLCSCOCVSEPDFCXFMCN

TheStreet.com Rating: No Rating What is this?

  • +
  • ELOS
    Syneron Medical L
  • $10.05
  • -0.99%
  • $9.99

good GARP pick

People owning ELOS also tend to own: AMGNANFBBBBCWCOHARIIFMER

TheStreet.com Rating: D+ What is this?

  • +
  • PDA
    Brf Brasil Foods
  • $47.43
  • -2.17%
  • $46.57

Recovering from a bad 06 with avian flu, wide moat in food business in Brasil

People owning PDA also tend to own: DRYSGRLMTMOSMTWOSKPOT

TheStreet.com Rating: B- What is this?

  • +
  • TNE
    Tele Norte Lest
  • $21.54
  • -2.22%
  • $21.13

High performance telecom business at good value

People owning TNE also tend to own: FTEGGBHBM.TONRDS.PKAVBAKCHINA

TheStreet.com Rating: C+ What is this?

  • +
  • BAK
    Braskem Sa Adr
  • $13.35
  • -0.07%
  • $12.80

good long-term prospects, large recent acquisitions

People owning BAK also tend to own: AVCHINAERJEXTRNUANRIOSTXN

TheStreet.com Rating: C What is this?

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