Comments on: Goodman Fielder Limited (GFF.AX) Page 1 http://www.fusioninvesting.com/2009/12/goodman-fielder-limited-gff-ax-page-1/ Fusing Fundamental and Technical Analysis with lashings of Behavioural Finance. Investing in Australia and North America. Thu, 09 Sep 2010 12:01:09 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: S http://www.fusioninvesting.com/2009/12/goodman-fielder-limited-gff-ax-page-1/comment-page-1/#comment-1389 S Fri, 04 Dec 2009 13:59:00 +0000 http://www.fusioninvesting.com/?p=4369#comment-1389 Hi Dean, Tom Engle's advice is good stuff. I agree on GFF. When looked at in more detail, it is not compelling value now. The REITS are getting back to good value for me. I got some SLF at 7.8 and will get some more at 7.0. WDC I think is a buy at 10.00ish and it may get back to there when they cut their dividend and with the rising AUD. It has a nice business with barriers to entry but the US malls are suffering. That will turn around at some stage. It's interesting to see the earnings growth and ROE has been in single digits since it was stapled but the price premium to the average PE has varied between 1.0 (now) to 2.7 (!) in the last 5 years. The book value is 12ish but there are maybe some more writedowns this year. Hi Dean, Tom Engle’s advice is good stuff.

I agree on GFF. When looked at in more detail, it is not compelling value now.

The REITS are getting back to good value for me. I got some SLF at 7.8 and will get some more at 7.0.

WDC I think is a buy at 10.00ish and it may get back to there when they cut their dividend and with the rising AUD. It has a nice business with barriers to entry but the US malls are suffering. That will turn around at some stage. It’s interesting to see the earnings growth and ROE has been in single digits since it was stapled but the price premium to the average PE has varied between 1.0 (now) to 2.7 (!) in the last 5 years. The book value is 12ish but there are maybe some more writedowns this year.

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