Magic Sixes – “New entries”
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At the moment. there are some interesting “new entries” in my Europe based “Magic Sixes” Screen.
New entries (non financials) at which I will have a look in the next days are:
– ESSO S.A.F (French Exxon subsidiary)
– Stora Enso (another paper company)
– Deutsche Lufthansa– CSP International (Italian underwear, firewall blocks website ;-))
– Screen Service (Italian manufactorer of television broadcasting equipment)
– Isagro SpA (Italian producer of herbicides)
– Mondadori (Italian publisher, majority owned by Berlusconi)
It looks like an interesting time for contrarian investors…..
Additionally i run a “magic sixes light screen” with slightly relaxed rulse (P/b 0.7, P/E 7, Div. yield 5%)
Some interesting companies there:
– ICT Automatisering (Durch softwar company)
– Huntsworth PLC (UK PR company)
– BWG Homes (norwegian residentail house builder)
value and opportunity 