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Gold/Mining/Energy : Imperial Metals (IPM.T)
IPM 1.980+2.1%Nov 10 3:59 PM EST
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To: Italian Investor who wrote (863)5/29/2011 8:44:03 PM
From: refugee investor  Read Replies (1) of 1366
 
Still reading up on Japan, a good plan might be to go long the stocks and short the yen...

Think Buffett said he had never been able to find anything in Japan--and I read somewhere that if you play around with screens on the FT site, out of 2600 companies or something in the Japanese index only about 50 have ROE's > 20 which is pretty pathetic.

But I grant you it is v cheap, and I only have superficial knowledge.

Small caps sound interesting.
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