September “Idea of the Month” Ready to Fly?

by Travis Johnson, Stock Gumshoe | September 26, 2014 4:01 pm

Borrowing an idea from Alexander Roepers' Value Investment Congress presentation

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Source URL: https://www.stockgumshoe.com/2014/09/september-idea-of-the-month-ready-to-fly/


12 responses to “September “Idea of the Month” Ready to Fly?”

  1. biotechlong (btl) says:

    As a former aviator, I find Triumph a very appealing investment opportunity (and comparatively “safe” in these times of great economic and political uncertainly and international discord) . Travis, thank you for laying out the background information and investment thesis in such great detail, and for providing links to enable further due diligence.

  2. ytse says:

    MAUXF, do not buy it.
    HLLOF, I have checked it out throughly, I do not see it has any property in London. What is the deal here, Travis?

  3. cartero says:

    Thanks for the great work, Travis. In regards to Lancashire Holdings , can you or any other member recommend an on-line broker that offers international stock trading? I have read that because of liquidity issues on the pink sheets it is better to buy foreign stocks on the exchange they trade on.

  4. at_57 says:

    I like this idea. I am a buyer in middle 50 :)))) Let everyone know if Roepers dump it….

  5. Alan Harris says:

    It ~ around $61 today…….get ready to let the moths out of your wallet Travis

  6. Alan Harris says:

    Cant see a SODA comment box, so here goes FWIW: As a UK plumber I spend a lot of time in a lot of London kitchens. I dunno about the rest of Europe, but I can tell you Ive hardly ever seen a Sodastream machine, other than on a small local hardware shops shelf gathering dust. None of the supermarket or DIY shops I visit, even sell them.

  7. mattz says:

    1st day of reading, and so far enjoy the in dept infor on truimph group (tgi). my understanding space will be two up comming segments that take off thats space and solor. what is your take?

  8. dinoman says:

    TGI: On watchlist – price support: $63.29 ish
    Book: $46.34. S&P IQ Analysis: 5* (strong buy), 12 mos. price target – $93. Fair Value Rank – 5 (highest), Fair Value Calculation: $89.50, Investability Quotient Percentile: 49%.

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