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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (34640)	5/31/2009 2:40:48 PM
From: Spekulatius	Read Replies (2) of 78615

Undervalued - that is in the eye of the beholder The oils stocks look overextended for example, as does the price of crude, so the return really depends on your outlook on the pricing. NOK is trading at 15x + earnings and getting smacked by the competition with smartphone. Can they dig out? I think they do but it's already in the price. I am partial on BRKb. I think WEB was better when he wasn't showing up in CNBC every week. Showing up in CNCB or on magazine covers is another contrary indicator, IMO. The chinese stuff? Maybe? the question is what happens if their stimulus runs out. Also the WSJ mentioned already that the loans that the Chinese are forced to dole out are starting to go bad already. online.wsj.com In HK one of the smartest and richest guys La ka-Shing (love his last name) who is no dummy does not recommend buying HK stocks. But now i am starting to talk macro again. I'll keep my tinfoil hat on for a while I think. If i see a good trade i am going to take it, but I'll stay close to the exit in case things go bad again.

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