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Strategies & Market Trends : Value Investing

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From: paulelgin2/29/2012 1:56:11 PM
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Boy, FSLR is starting to look interesting. It's trading at 80% of tangible bv today. If it goes any lower, I think it screams "buy." Anyone else have thoughts?

On another note, I own quite a bit of Stora Enso Oyj (Finnish forestry and paper company) comprising my largest position right now. Has anyone else done any work on SEOAY? By my calculations, this stock (trading around $7.50 right now) has $4.09 per share in forest holdings - I haven't found a cheaper or purer play on forestry/lumber acreage out there. It's trading around 80% of tangible book as well.

Regards,

Paul Elgin
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