ACRE trade ideas
Analysis on a Consumer Defensive Farming Sector Co - Argentina Super Bearish
Does not appear to have acquired economies of scale properly relative to its sales growth. Very bad when considering growth - only logic to long would be on the value consideration P/B 0.83
P/FCF 0.9.
EPS Past 5Y -24.96%
Sales Past 5Y +78.2%
Yet Profit Margin -18.90%
Debt/Eq sky high at 24.11
I don't like what I am seeing here. I don't want to make a call in either direction. If I were to consider longing, I would certainly only consider it with it finding support off this wedge with nice price action confirmation moving with the tendency towards mean reversion off the 20dma.
Buy CRESUD on fundamentals. Target 45 by 2017Why would you buy this "illiquid" ?
well i see many reasons to do so, firstly the investments they have on Israel are super promising, same as in Brazil and Argentina. Honestly, just look at the numbers of the company, the price of the company is valuing its assets so ridiculously cheap and its not even pricing the investments they have! Also i need to point out, the last earnings report they showed losses, this is because the peso jumped from 10 to 15... but its basically that.
oh and btw, its not really illiquid.