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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (43142)7/21/2011 12:17:52 AM
From: Spekulatius  Read Replies (1) of 78666
 
selling down my Itochu 8001.T position @891.6Yen to 50% of my peak holdings. it still a 5% bet at this point. Itochu has done very well since the tsunami. They have increased they coal business during the last few years and gained access to more supply since the tsunami hit - obviously betting on increased demand for power plants. They plan on paying a 30 Yen dividend this year.I feel it's still a good hold. Still the increased debt due to the huge investment program worries me a little.
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