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Strategies & Market Trends : Value Investing

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To: MCsweet who wrote (48674)	7/10/2012 3:48:35 PM
From: NikhilJog	Read Replies (1) of 78653

Mc - on ground means yea peeps in china and i cannot say anymore. I can dig out more, but then i might not be able to tell you here, so either way wil not make much sense. but Barrons was pretty indicative I believe of whats happening. On Xin - my comment was not on a particular company. You have to look at their specific exposure. Also, how are they doing the buyback? It is a recap or cash on hand or something else used to buyback stock? How much management is personally invested? Also i am skeptical if he said "recent improving housing market performance". This concerns me, personally. Again, i have not looked at Xin. But those are things you need to think about. Therefore I said to Paul, if its a value trap or he saw actual opportunities. Ratio;s within themselves are just numbers and useless. P/B or other multiples in 3x-5x range are meaningless to me, if they are not put in context.

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