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  • See the Forest for the Trees: Buy France Telecom

    Published: June 06, 2013

    Trading for 7 times their expected EPS, FTE is a very cheap asset with immense value. Today, we would be buying from pessimists. In the future, when there is a general consensus on the merits of this investment in the market, it will have risen very significantly already.

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  • Quick Pitch: Telefonica (NYSE: TEF) -- SHORT

    Published: September 11, 2012


    <strong>Source:</strong> Hedge Fund
    <strong>Location:</strong> New York, NY

    <strong>Company:</strong> Telefonica (NYSE: TEF)
    <strong>Recommendation:</strong> Short
    <strong>Recent Price:</strong> €12.90
    <strong>Target Price:</strong> €10.00
    <strong>Comps:</strong> Vodafone (NYSE: VOD), Ame...

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