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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (52611)10/26/2013 4:20:50 PM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

  Read Replies (2) of 78753
 
I agree on on JMHLY. This is a very well managed conglomerate that has shown good double digit earnings and book value growth, I like that they are still run by the Scottish founding family. I think JMHLY is basically buying into the LT growth of Asia, run by a good capital allocators. I have them on my buy list but don't have a position yet,

I have been watching Swire Group, which is a little bit similar in some respect, but more concentrated in real estate and airlines (Cathay Pacific). I trades at a discounted 0.65x book. HK real estate is a little bit in a bubble though.

From those two, I prefer Jardine, because they own better business and have a better LT growth record.
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