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Tenaris ADR Rep 2 Ord Shs T.TS.B


Primary Symbol: TS

Tenaris S.A. is a holding company, which is a steel producer with production facilities in Mexico, Argentina, Colombia, United States and Guatemala. The Company supplies round steel bars and flat steel products for its pipes business. It operates through Tubes business segment. The Tubes segment includes the production and sale of both seamless and welded steel tubular products, and related services primarily for the oil and gas industry, principally oil country tubular goods (OCTG) used in drilling operations, and for other industrial applications with production processes that include in the transformation of steel into tubular products. It operates in geographical areas, such as North America, South America, Europe, Middle East and Africa, and Asia Pacific. Its products and services include OCTG, Premium Connections, Rig Direct, Offshore Line Pipe, Onshore Line Pipe, Hydrocarbon Processing, Power Generation, Sucker Rods, Coiled Tubing, Industrial and Mechanical, and Automotive.


NYSE:TS - Post by User

Post by twentychanceson Apr 18, 2017 6:48pm
103 Views
Post# 26134928

Buffasics #4

Buffasics #4Is there a big moat around the business (a high threshold of entry) ?

(I've been cutting these 'Buffasics' from another website, but the commentary is mine...as it were.)

Moat?

Well this is going to require some fancy footwork. In terms of providing news, it would appear that the internet can also do the trick. So, no moat in that respect. There is a moat in terms of the specific way Torstar approaches news content. There is a moat in terms of Torstar's reputation and longevity as a business. So, there is a bit of a moat there.

High threshold of entry?

I think so. It takes a lot of resources to set up a new business with a print offering that's distributed rather widely.

On this board, we have made reference to the often struggling hockey team, the Toronto Maple Leafs. It seems that they are enjoying a tiny taste of success right now.

I never thought I would look the Leafs for inspiration, but that is what I'm doing right now.

Random poll:

Have any of you ever, ever, clicked on a Google ad to buy a product or even look a product. I pretty much never have. Who clicks on those things. I think Google is pulling the wool over the eyes of those paying them for ad placement.

I am fairly certain that the science backs up the assertion that print ads are more effective than online ads.

For what it is worth, I feel that the turnaround has begun.

 






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