Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (29425)	12/27/2007 11:30:58 AM
From: Jurgis Bekepuris	Read Replies (1) of 78714

CAJ imo fairly valued, I would not buy it here. RICOY ROE sucks even will all the leverage it has. ITOCY and SSUMY financial data is not readily available and I don't think well enough about these companies to dig hard for it. Let's put another way: with a lot of values appearing right now in US market, why I should go and try to understand foreign conglomerates that don't even report their financial numbers in USA? It's a real question, not a rhetorical one. You say that they are benefiting from Asia buildup, but is that a guess or do you have facts to substantiate it? The second question: except of oil, I believe everything else in heavy construction / machinery, etc. is still cyclical. Are you sure you are not buying at the (Chinese) top? Actually, if anything, I would be looking at USA manufacturing right now, since I agree with Buffett: with dollar at record lows, US industrials should have a ball.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next