I appreciate these are just ‘one pagers’ and your thematic is ‘hurdle rate’, but I respectfully suggest a small addition at the bottom headed ‘Headwinds and Tailwinds - At a Glance Requiring Greater Scrutiny’. This will give the articles more objectivity and balance.
For instance, with this company, which I wouldn’t be interest in, has a number of headwinds including: over reliance on key stake holders, low volume, sovereign risks, currrency exchange risks, cultural, legal, and language barriers.
But great article and concept. It has opened my eyes to the importance of PEGY as a screening tool.
Nice find, thanks for sharing! Few things make me as happy as a company consistently paying out 100% of earnings.
> When asked about this, Tibor and Ervin answer with the following.
Can I ask, where did you find this? I couldn't find conference calls on their IR site, or anywhere really :)
Random question what brokerage are you using for Hungarian equities?
I appreciate these are just ‘one pagers’ and your thematic is ‘hurdle rate’, but I respectfully suggest a small addition at the bottom headed ‘Headwinds and Tailwinds - At a Glance Requiring Greater Scrutiny’. This will give the articles more objectivity and balance.
For instance, with this company, which I wouldn’t be interest in, has a number of headwinds including: over reliance on key stake holders, low volume, sovereign risks, currrency exchange risks, cultural, legal, and language barriers.
But great article and concept. It has opened my eyes to the importance of PEGY as a screening tool.