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  #1  
Old 08-16-2007, 10:27 PM
r3vbr r3vbr is offline
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Default Free Tip: Two bargain Stocks

Ternium (TX)
This stock trades at 5x current earnnings, very low book value 4x current EV/EBITDA, low debt, and has over 20% EPS growth projections! Just research the financials, I can't see how someone can not find this stock ultra cheap.
Revenue comes from Mexico, Venezuela and Argentina, and headquarters are in Luxemburg

Also another one: (PZE)
Similar case, only drawback is political risk as it's an Argentinian company.
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  #2  
Old 08-16-2007, 11:44 PM
confusedandlost confusedandlost is offline
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Default Re: Free Tip: Two bargain Stocks

I've been following tx too. Can anyone explain the situation in Venezuela dragging this stock down? Thanks for the heads up.
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  #3  
Old 08-17-2007, 01:23 AM
pig4bill pig4bill is offline
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Default Re: Free Tip: Two bargain Stocks

Well, for one thing, it's dictator, Hugo Chavez, has sworn to bring down the United States and has a tendency to seize whatever he wants and turn it into a state-owned enterprise.
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  #4  
Old 08-17-2007, 01:29 AM
spino1i spino1i is offline
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Default Re: Free Tip: Two bargain Stocks

TX's # of shares has nearly doubled in the past year. So all the shares have been diluted and the 100% growth in the last year means nothing. EPS didnt go up at all.
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  #5  
Old 08-17-2007, 12:49 PM
r3vbr r3vbr is offline
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Default Re: Free Tip: Two bargain Stocks

Even if you consider zero-growth, if earnings continue stable for perpetuity you already have a bargain! (but analysts are projecting growth)
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  #6  
Old 08-17-2007, 09:11 PM
bills217 bills217 is offline
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Default Re: Free Tip: Two bargain Stocks

I'm not seeing the 20% growth projections.

MSN Money has nothing for the 5-year, Yahoo! Finance has 10.5%.
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  #7  
Old 08-17-2007, 09:17 PM
bills217 bills217 is offline
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Default Re: Free Tip: Two bargain Stocks

And PZE I have valued at almost exactly its current price, assuming 17% growth.
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  #8  
Old 08-18-2007, 12:38 AM
r3vbr r3vbr is offline
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Default Re: Free Tip: Two bargain Stocks

How much did you discount for political risk? How much would stock be worth if all revenue and risk were in England?
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  #9  
Old 08-21-2007, 11:34 AM
r3vbr r3vbr is offline
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Default Re: Free Tip: Two bargain Stocks

.
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  #10  
Old 08-21-2007, 02:52 PM
midas midas is offline
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Default Re: Free Tip: Two bargain Stocks

Steel and metals prices are at an all time high. Most investors understand that these prices won't last forever and thus put a cap on the valuation/stock price. That being said the Company is relatively cheap compared to other metal companies.
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