Telia Lietuva: Growing Baltic Telco (with Discount?)

Telia Lietuva is telco operating in Lithuania, one of the three growing Baltics countries in Eastern Europe (among Estonia and Latvia) and one the fastest growing economies in the euro area. It's the clear market leader in the overall telco market: The market is growing approximately with GDP and quite predictably voice is going down …

CAFOM: Growing Electronics and Furniture retailer @ 6x P/E (excluding problems)

CAFOM is a furniture, electronics and home decoration product retailer operating in French overseas departments, Europe, Africa and Asia. The investment case is traditional "good-part/bad-part" sum of parts value. The good parts include: 1) Outre-mer: The furniture and electronic white goods retail businesses in French over-seas territories mainly under the Darty and BUT brands through …