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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (5446)12/17/1998 11:07:00 PM
From: Paul Senior  Read Replies (1) of 78740
 
Armin Sternberg: Thanks for those. I'll look at DSSI a little closer. Selling well below bv (per Yahoo), they seemed to have taken a big sales drop from '96 to '97 from which they haven't recovered.

EMT, looks too tough for me to figure out.

UBB: some nice posts on it in Yahoo thread, esp. reference to recent Barron's article. (It's hard for me to get stated, let alone "real" bv. figures on some of these companies, but Barron's' quoted analyst gives some indication for me.) Is that actually a 10% in USA$ dividend?--I'll have to check further.

You like Brazil I take it? Can I move you over to Rep. of Panama for
Banco Latinamer. De Exp. doing business in Brazil (35%)and Mexico (26%)? BLX, about 16 with a $27 bv and 6% div. yield. I'm looking at it-- if you (or anyone else of course)has an opinion on Bladex, I'd be glad to read it. Paul Senior
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