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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (15603)10/8/2002 3:27:12 PM
From: Mark Adams  Read Replies (2) of 78625
 
Paul, I hear what you say about the ADR's. As I understand it, the Global stock index is off something like 40% this year. I hold a few individual plays and a basket of CEFs, and can gauge the damage in a rather personal way. <g>

I've been looking at PY. Both PY and AA seem to be working the China production angle. I get the impression PY trades at a discount to AA which is what interests me. Underfollowed in the US, IMO. UPM is another name, in the Forest/Paper products space that might make for a cyclical play at some point. No position in either yet.
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