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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (42058)	3/30/2011 10:11:00 AM
From: ValueGuy	Read Replies (1) of 78753

I stand corrected...just read Third Avenue's Q1 2011 portfolio manager commentary, and they seem to be concentrating on the Chinese housing market for some reason, though the stocks they picked up in the last quarter to Jan 2011 (Lai Sun Garment International Limited) seems to have increased 5-fold) seems to have been at a massive discount On another front, TEPCO went down by another 17% today. There're rumours that the company will be nationalised...not sure if this is now a good buying opp...best wait and see what happens first

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