tag:blogger.com,1999:blog-2149523431587168680.post1379964160975508480..comments2024-01-16T00:12:23.220-05:00Comments on Oddball Stocks: Cheap in PortugalNate Tobikhttp://www.blogger.com/profile/05660387777171986124noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2149523431587168680.post-40780168180386545702011-04-19T22:10:16.214-04:002011-04-19T22:10:16.214-04:00Thanks for the comment, I was looking into Novabas...Thanks for the comment, I was looking into Novabase, I'm hoping to have a post about them soon. I also had Cimpor on my list to investigate further, I'll check out the others as well.<br /><br />I like your approach, looking for companies trading in Portugal which have a portion of revenue from outside the country.<br /><br />Thanks for reading my blog!Nate Tobikhttps://www.blogger.com/profile/05660387777171986124noreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-4240067170098690032011-04-19T20:58:53.698-04:002011-04-19T20:58:53.698-04:00Hi.I'm from Portugal and try to be an value in...Hi.I'm from Portugal and try to be an value investor. Regarding your list I say check Novabase which is the only from those 3 with enough trading volume,the other 2 don't have liquidity(and Novabase only recently started to pay an dividend). Also I must say that in Lisbon there are some interesting companies who have half of the revenue coming from emerging countries(specially Brazil).Those are the ones I try to analyze. Check Cimpor,EDP,Mota-Engil,Portugal Telecom,Jeronimo Martins.All these companies have English presentations on their website. Right now none of these are net-net :-(, and I think that Portugal has some bad years ahead of us(with the bailout). Happy investing!Anonymousnoreply@blogger.com