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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (43589)8/8/2011 12:28:36 AM
From: Spekulatius  Read Replies (2) of 78765
 
Back into Nippon Seisen 5659.T @391Yen (japanese specialty steel and parts manufacturer) again. They recently published their updated earnings forecast for Y2011 - 58.5Yen, a small reduction from the very good 2010. The company is debt free with 62% equity ratio.

I may get a shot at Itochu again - I'd probably pick a first lot at around 800Yen> it's trading at 825Yen- down about 20Yen today.

For tomorrow - I am looking into industrial conglomerate IR (Ingersol Rand) at below 30$ - anybody has an opinion? They did a good job with their Crane acquisition, even though the timing was bad. Any other industrials out there of interest?

I am also shooting for more BRK.B around 69$ as well. I agree with Paul that it's a good time to upgrade the portfolio.
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