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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (19017)10/4/2004 10:29:03 AM
From: Paul Senior  Read Replies (1) of 78515
 
Upping my Russia exposure just a little.

Adding a most tiny amount to a tiny amount of oil company TNT.

Taking a most small exploratory position in cellular, MBT.
Silly really. Stock at relatively high p/e, p/sales and new all-time stock price.
Still, they are profitable - the forward p/e per Yahoo is okay (I am guessing) at 11x (if analysts could be correct in earnings estimates). They have about 16 million customers and seem to be the number two competitor (#1 being private apparently).

finance.yahoo.com
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