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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (29732)	4/14/2008 9:56:36 AM
From: Spekulatius	Read Replies (2) of 78666

UHR and CFR (SWX Swiss stock market)- anybody interested in Swiss watch/jewelery manufacturers Swatch group and Richemont. both trades at the SWX. Swatch group trades at a trailing PE of 12.5, Richemont's PE is higher , however with Richemont you have to consider that almost 1/2 the value is in a nonconsolidated stake in British American tobacco BTI (there is talk about a spinoff too). Both seem nice luxury plays with bulletproof balance sheet and they have not seen a slowdown yet. Will they sail through a recession? I don't know but if they do, they are grossly undervalued. Swatch group Earnings: swatchgroup.com

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