Here is an interesting article from the Motley Fool on China and their potential economic bubble.
Check out some highlights below:
Vivendi (OTCPK:VIVHY) combines the world leader in video games (Activision Blizzard), the world leader in music (Universal Music Group), the French leader in alternative telecommunications (SFR), the Morrocan leader in telecoms (Maroc Telecom), the leading alternative broadband operator in Brazil (GVT), and the French leader in pay-TV (Canal+ Group). The previous information was taken from its website. I will get to further descriptions of the subsidiaries later.
I have used two different valuation techniques for Vivendi. The first is an asset reproduction valuation done on 4-2-2012. All numbers are in millions of euros unless otherwise noted, except the per share numbers. Valuations were done using 2011 10-k..
These valuations are done by me, using my estimates, and they are not a recommendation for you to buy the stock.
The full article can be seen here.
Got another article posted on seekingalpha.com
Alexander & Baldwin: Spin-Off Analysis And Valuations
Alexander & Baldwin (NYSE:ALEX) is a Hawaiian company that has operations in two very distinct businesses that are about to be spun off into two separate companies. Alexander and Baldwin after the spin is going to be a land owning, leasing, and building/office owning and leasing company with operations in Hawaii and California. Their subsidiary A&B Properties is also going to be spun into the new ALEX, which is the only reason I am even interested in this stock after my valuations, and we will get to that later. The Agribusiness subsidiary, a Hawaiian sugar and renewable energy company, is also going to be kept in the new ALEX.
Matson, which is going to be spun off from ALEX, is a transportation and shipping company with operations in Hawaii, Guam, China, and other islands in the Pacific Ocean.
Full article can be seen here, for those that are interested in following the discussion in the comments section.
Dole Is Undervalued, Could Be A Winner From Spin-Off Or Asset Sale as I titled my first article published on seekingalpha.com, a website that is viewed by everyone from beginning investors all the way up to advanced investors, so I am incredibly excited that it got published.
Here are some highlights below:
Dole is the largest producer of fresh fruits and vegetables in the world. Based in California, Dole has operations in 90 countries around the world and has recently been expanding into the high margin packaged fruit business with products such as their Dole Shakers and Dole Fruit Crisps. They also own or lease 117,000 acres of land which could be used, at least partially, to pay down some of their massive debt and liabilities if sold, which we will get to later.
Here are my valuations of Dole (NYSE:DOLE), my reasonings for buying, and some of the risks the stock entails.
Dole asset valuation done on 5-19-2012. All numbers are in millions of US dollars, using March 2012 10Q and 2011 10K.
These valuations are done by me, using my estimates, and is not a recommendation for you to buy the stock
For those who would like to see it and follow the discussion in the comments section you can do so here.
Great article from morningstar.com discussing competitive advantages and moats.