Here goes the consolidated Parisotto's Portfolio as of June 2011:
Why he is buying TCSA3?
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Using a discount rate of 7% and an upside of 100%, taking the 2007-2010 dividends as the starting point, it would require a 5% growth rate for 10 years and 2% thereafter. The intrinsic value for achieving the 100% upside is 1,5B.
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3 comments:
I studied ETER once and ran when I saw the legal liabilities related to health issues.
I don't like ETER3 either. I prefer DTEX3 instead.
ETER3 average payout in 2007-2010: 57,88M.
Using a discount rate of 7% and an upside of 100%, taking the 2007-2010 dividends as the starting point, it would require a 5% growth rate for 10 years and 2% thereafter. The intrinsic value for achieving the 100% upside is 1,5B.
The problem are the legal issues about amiant.
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We encourage your feedback and we will take your comments into serious consideration. However, you must be warned that any comment that does not follow the blog philosophy (Value Investing and Behavioural Finance) will be promptly removed.