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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: blankmind who wrote (13458)	12/19/2001 6:20:36 PM
From: Paul Senior	Respond to of 78596

NTAI. Blankmind, I discount NTAI p/e for my perceptions of risks associated with manufacturing in China and being a Chinese company. And given Mr. Koo's past activities which once tanked the stock (imo). There have been several years with NTAI average p/e under 10. 10 may seem too low to you given current environment and future prospects (you could be right), but it's not an out-of-line number for me. As you say though, maybe the subject of a realistic p/e for NTAI is better revisited if/when NTAI is trading in mid-twenties.

To: blankmind who wrote (13458)	10/5/2002 2:52:47 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78596

blankmind, regarding an article on value investors, the Kahn Brothers, in latest edition of Barron's: Nam Tai was mentioned favorably by them. I'm still holding my shares. In retrospect, sorry of course I didn't sell when stock hit 20's, a price area target we had discussed last year. Also, fwiw, They also discussed their holding of USEC, a controversial stock here of a couple of years ago. Buyers (I wasn't one) at that time (~$4) would be showing paper profits now (~$6, down from ~$10). Here too is another media report of apparent value investors who also say they are buying MRK and BMY. I notice they have a position in ANAT, a stock I hold and likely will be adding to next week. A few weeks ago I started a small, exploratory position in MNY, another stock holding they have. They like NITE. I've looked at it a couple of times and always passed. Can't remember why. Either lawsuits or trading volume declines or management scared me off. This stock often seems to be mentioned as a trade on other SI threads. I'll look at NITE again. Maybe now's a buy. finance.yahoo.com Paul Senior.