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Strategies & Market Trends : Value Investing
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To: MCsweet who wrote (42766)6/6/2011 10:39:31 AM
From: MCsweet  Read Replies (2) of 78740
 
Aberdeen International (AAB.TO AABVF),

Looks like the bad guy (at least from an investor's perspective) won the Peruvian election over the weekend. (Side note: Don't you love how your kids always ask who are the good guys and who are the bad guys? And I do recall that I did the same thing when I was a kid.)

This is bad for Sulliden (SUE.TO), down 10%, and hence Aberdeen. I stick with Aberdeen, believing in the management and attracted by the discount to NAV, but readjust my buy and sell targets to lower levels.

MC
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