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Lee Boy

 
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  • The French State Is Better At Investing Than You Might Think
    Fri, Aug. 29 AEOXF, AFLYY, AFRAF 1 Comment

    Summary

    • The French State’s investments have outperformed the CAC40 in the last years.
    • The French Government is a long-term investor who likes a good dividend like you and me.
    • There are some nice investment ideas in the French State’s portfolio.
  • A Bright Future In Africa Makes Vivendi A Long-Term Buy
    Fri, Aug. 8 VIVEF, VIVHY 2 Comments

    Summary

    • Vivendi and its pay TV subsidiary Canal+ could get hit hard by Netflix in France.
    • However, Vivendi has a massive expansion opportunity in French-speaking Africa.
    • The market could focus on the short term without seeing the big picture.
  • Get Ready To Buy Total
    Thu, Jul. 17 TOT 11 Comments

    Summary

    • Total remains one of the strongest oil majors.
    • The French company also is a strong dividend provider with interesting long-term catalysts.
    • Wait for the price to cross the 200-day moving average.
  • Orange Is Turning Green
    Wed, Apr. 16 ORAN 8 Comments

    Summary

    • Orange has been considered a cash cow for years and lost its ability to innovate.
    • However, three catalysts (consolidation of the French Telecom industry, innovation and Africa) make Orange a long-term buy.
    • In order to counter the competition driven by Tech companies, Orange is poised to become a European leader.
  • Ingenico Is A Great Long-Term Investment With A Nice Short-Term Catalyst
       • Fri, Mar. 21 INGIF, INGIY 6 Comments

    Summary

    • Thanks to strong 2013 results, Ingenico strengthened its leadership in the smart terminals and transaction services industries.
    • The French company should benefit from major growth engines in the upcoming years, which should drive the revenues.
    • Ingenico is eligible to the new French PEA-PME (a new popular investment account), which should boost the share price in the short-term.
  • Ferragamo Offers A Diversified And Long-Term Exposure To The Luxury Industry
       • Fri, Mar. 14 SFRGF, SFRGY 2 Comments

    Summary

    • Ferragamo has a strong positioning on the Premium segment and a diversified profile.
    • The Italian company is well positioned to benefit from all the major growth engines of the luxury industry in the upcoming years.
    • Ferragamo announced increasing revenues and improving margins for 2013.
  • Luxottica: A Strong But Expensive Income Investment After Year-End Results
    Thu, Mar. 6 LUX Comment!

    Summary

    • 2013 revenues, operating margin and dividend increased by 3.2%, 5% and 12%, which makes Luxottica a strong income stock.
    • LUX benefits from a strong positioning on the premium segment and can target many markets and customers including high net worth individuals.
    • The luxury eye-wear industry should keep growing over the upcoming years and LUX is well positioned and diversified in order to benefit from new growth in emerging markets.
  • Total Is A Solid Income Investment After Year-End Results
    Wed, Feb. 19 TOT 12 Comments
  • Sanofi Is A Good Opportunity Right Now
    Tue, Feb. 11 SNY 3 Comments
  • Moncler Will Warm-Up Your Portfolio This Winter
       • Tue, Jan. 21 MONRF 1 Comment
  • Vale: Undervalued But Risky
    Thu, Jan. 9 VALE 10 Comments
  • How To Analyze Luxury Companies
    Dec. 1, 2013 CFRUY, LUX, LVMHF 4 Comments
  • Moleskine Offers Exposure To The Luxury Industry And A Great Upside Potential
    Nov. 13, 2013 MOSKY 4 Comments
  • The Best Stock For Long-Term Investors
    Nov. 5, 2013 AIQUF, AIQUY 60 Comments
  • Is It Time To Stop Speculating On Alcatel-Lucent?
    Oct. 17, 2013 ALU 24 Comments
  • Total S.A.: Is It Time To Cash In Some Profits?
    Oct. 8, 2013 TOT 5 Comments
  • Luxottica: A Good Play For Long-term Investors
    Sep. 12, 2013 LUX 4 Comments
  • It's Still Time To Buy French Stocks: 3 Opportunities In The CAC40
    Jun. 13, 2013 AIQUF, SBGSF, TOT 5 Comments
  • It Is Still Time To Buy Total S.A.
    Jul. 12, 2012 TOT 10 Comments
  • Alcatel-Lucent Is Highly Undervalued At $1.56
    Jun. 21, 2012 ALU 6 Comments
  • How To Buy Cheap Gold: Investment Opportunities In Gold Stocks
    Jun. 13, 2012 ABX, AU, AUY 3 Comments
  • Elections In France: What Will Be The Impact On The Markets?
    May. 3, 2012 AFRAF, BNPQF, CRARF 4 Comments
  • Alcatel-Lucent, Q1 2012 Results Triggered A 16% Decrease In The Share; Could It Be The Right Moment To Buy?
    Apr. 30, 2012 ALU 3 Comments
  • Vale Offers Good Exposure To Emerging Markets With Limited Risk In Case Of Slowdown
    Apr. 26, 2012 VALE 2 Comments