Wexboy – A Birthday Post!

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Argo Group, birthday, blog traffic, bloggers, Blogroll, Fifty Shades of Grey, German property, Google, Hitler video, Interactive Investor, Kim Kardashian, Livermore Investments, meme, Millenials, pdosullivan, Petroneft Resources, pretty panties, Richard Beddard, sincere thanks, Sirius Real Estate, TGISVP, The Great Irish Share Valuation Project, Trinity Biotech, UK Value Investor, US Oil & Gas, USOP, valueandopportunity

Wexboy reached the grand old age of one last Friday! I’m so excited I might just sick up over your shoulder! So – where were the birthday wishes? The birthday cards (c’mon, they need the biz)? The birthday gifts? Most of all, where was my bloody birthday stripper?!

Not a bad little milestone to reach. I’ve heard the average blog never makes it past the first post or two, let alone hurdle that major 3-4 month hump. Welcome to the Millenial generation, I guess. Investment (& finance) blogs appear to last a little longer, but it seems like a majority of them still go dark within a year. Blogging is definitely a pretty relentless pursuit:

It demands time, sometimes a lot of it… But most people have an actual life. Blogging will ultimately fall by the wayside, unless you figure out how to embed it into your life in a way that’s personally useful, interesting & (most of all) rewarding. Of course, most web blogs offer nothing of the sort! But that’s the beauty of investment blogs (and likely explains their longer lifespan) – they actually possess the potential to be genuinely rewarding for both writer & readers.

An investment blog also demands brain power, or at least brain engagement. If you want to do it seriously, it requires copious amounts of research, fact-checking, persuasion, debate, cognitive dissonance, and contemplation. A bit like investing itself, really! Most other blogs appear to require the opposite – but perhaps that’s just my jaundiced eye? 😉 I’d certainly be desperate to disengage my brain if I was writing about the likes of Kim Kardashian, and her bikini waxing habits…

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Happy New Year! – A (Baker’s) Dozen for 2012

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Argo Group, Asta Funding, Avangardco, Colony Financial, Cresud, Dhir India, EIIB, FBD Holdings, Livermore Investments, pdosullivan, Petroneft Resources, Sirius Real Estate, Total Produce, Trinity Biotech, Vietnam Opportunity Fund

Philip O’Sullivan kicked us all off here with his list of picks for 2012, and so far I’ve seen John Kingham and Mark Carter join in with their contributions here. Note John can only win half of the (non-existent!) prize since he came up with 2 lists…

I struggled with the idea a little myself – I’d far prefer to write 1,200 words about 1 stock than to write 1 list, haha! I also dread seeing shoot-for-the-moon lists (congrats so far, chaps) stuffed full of triple leverage ETFs and penny dreadfuls – not much use to any of us in the real world.

Total Produce – So, What You Buy Down The Market?

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Bidvest, Capespan, IFG Group, Net Interest/EBITA, pdosullivan, Price/Sales, PSG Group, share buyback, Total Produce, Zeder

Total Produce (TOT:ID)

• Mkt Price:  EUR 0.39
• Mkt Cap:  EUR 128.7 mio
• Net Int/EBITA%:  9.0%
• P/E:  5.6
• P/S:  0.05
• Div Yield:  4.6%      

Time to update my recent Total Produce post. First, a shout out to Philip at pdosullivan who emailed me to highlight Total’s increased stake in Capespan Group Ltd. There are some good follow-up comments here also. A good spot – I looked some years back, and somehow concluded Total’s shareholding was in a Capespan sub. rather than the parent company?! Based on this, I mistakenly decided not to revisit this as a component of my TOT investment analysis. Then again, the lack of transparency and disclosure from Total regarding this shareholding is rather infuriating.

Total Produce (TOT:ID) – A Fruity Delight?

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Balmoral International Land, DCC, Fyffes, Greencore, Margin of Safety, Net Interest/EBITA, pdosullivan, Total Produce, value investing, valuestockinquisition

Total Produce (TOT:ID)

Mkt Price:  EUR 0.39

Mkt Cap:  EUR 128.7 mio

Net Interest/EBITA%:  9.0%

P/E Ratio:  5.6

P/S Ratio:  0.05

Dividend Yield:  4.6%      

Fair Value:  EUR 0.882

Upside Potential:  126%

Total Produce is Europe’s premier fresh produce provider. Growing, sourcing, importing, packaging, distributing and marketing over 200 lines of fresh fruits, vegetables and flowers, the Total Produce group distributes some 250 million cartons of fresh produce annually to the retail, wholesale, foodservice and processing sectors across 19 countries in Europe.