Chris Hohn Targets Aurizon, EADS As Breakout Candidates

Rupert Hargreaves

Published onOctober 31, 2013

Updated on May 13, 2021

Ira Sohn London: Chris Hohn, The Children's Investment Fund

Trade Idea: Aurizon, EADS

Price Target:

Valuation: EADS NV (EPA:EAD) at only 10x 2015 earnings could move up to a similar valuation to that of The Boeing Company (NYSE:BA), which trades at 50x earnings.

Themes:

Both previously government companies. Lots of scope for reorganization and growth.

Chris Hohn on Aurizon

Railroad, fund holds largest allocation from the Queensland government at the IPO as government wanted assistance in running company. EPS forecast to triple 2012-2017. 20-25% IIR. Contracts are being renegotiated and...

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

Chris Hohn Targets Aurizon, EADS As Breakout Candidates

Chris Hohn on Aurizon

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