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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (42190)4/7/2011 2:41:32 AM
From: Asymmetric  Read Replies (1) of 78531
 
Thanks for your thoughts Paul. Just got thru reading an article
that argues Japanese stocks aren't as cheap as one would think
because the yen is overvalued by approximately 15%. Not sure how
that value was arrived at or that the methodology was valid.

I like your idea on Korea. I was there with family last year on
a vacation and they appeared a young, prosperous nation with a
very hardworking population. Very competitive in autos, steel and
electronics.

I think the one area where competitors may really pick up a lot
of business is in electrical equipment. If Hitachi and Mitsubishi
manufacturing are hampered due to rotating blackouts, then GE,
Siemens, and ABB can pick up a lot additional business. I may
be off base, but I don't think the Koreans are as strong in that
particular area.

- A.
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