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


To: Joan Osland Graffius who wrote (16462)2/18/2003 11:51:36 PM
From: Paul Senior  Read Replies (1) | Respond to of 78666
 
SASOY: Hah. You may have got me there. I am having trouble dissing it as I look closer. South African domicile, so I immediately will discount it for that. And by a good amount.

Still, ROE, p/e, d/e, div. yield look very okay, if not good.

My preference is for beat-down USA majors. I can't see companies like SASOY profiting if majors don't also. But I could be mistaken.