Thanks for the regular update greengiraffe.
What would your comment be on LKH trading close to/slightly above NAV, do you foresee an increase in NAV in the near future? As a value investor, I always try to follow the margin of safety rule as close as possible.
I haven't dug too much into its financial statements and recent news, so my understanding of the company might be a little superficial (also the financial data on Reuters seems to be down for the moment, which is rather annoying).
That said, LKH has always enticed me with its high ROE, low PEG, high dividend yield, high profit margin etc.
What would your comment be on LKH trading close to/slightly above NAV, do you foresee an increase in NAV in the near future? As a value investor, I always try to follow the margin of safety rule as close as possible.
I haven't dug too much into its financial statements and recent news, so my understanding of the company might be a little superficial (also the financial data on Reuters seems to be down for the moment, which is rather annoying).
That said, LKH has always enticed me with its high ROE, low PEG, high dividend yield, high profit margin etc.