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Strategies & Market Trends : Asia Forum

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To: Robert Douglas who wrote (8259)3/10/1999 5:47:00 PM
From: MikeM54321  Read Replies (2) of 9980
 
Re: Investing in Japan via symbol:JOF

Robert,
Just in case you missed my earlier idea to Bosco, here's an idea for you: Message 8210697

My guess is that most of their investments are below book value. I've read Fleckenstein for about 19 months now, and this has to be a bargain basement investment for his to dare mention it. If you get a chance to check it out, please post opinions. I'm sure a lot of Asia Forum readers would like your opinion.

Back to your post. I like your 1 and 2 reasons for a possible recovery. But what does your number 3 mean? It probably means number of containers. Does, "traffic," mean both incoming and outgoing? If so, this doesn't tell us much about a recovery, does it? Do you have a link?
Thanks,
MikeM(From Florida)
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