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


To: - with a K who wrote (17882)10/15/2003 11:13:17 AM
From: Dale Baker  Respond to of 78476
 
If you want regional diversification, APF is the way to go. GCH would be my first choice of the four since China is the 500-pound gorilla in the region now with many years of upside likely.



To: - with a K who wrote (17882)10/15/2003 11:32:56 AM
From: richardred  Read Replies (1) | Respond to of 78476
 
K-I agree with Paul. I know first hand because I've started a college fund for both my daughters (oldest is 13)with stocks. IRONIC-CAG is in the portfolio (an old recession portfolio pick). We personally try to stay away from high tech. She only own 2 stocks presently (AEPI-CAG). One big winner so far. TWP- TREX-composite decking-Bought when it was trading at 18. Since sold (valuation) because of the run up in the low 40ies. I talk things over with her before we buy something. IMO-Boring is good-they have to learn patience. We try to look for untimely values with dividends or fallen angles with recovery potential. I talked her out of Too- Limited Too-. Were still looking for something with the TWP sale. Were not looking to be day traders here, but we keep a look on things. Well, I really do for her, but involve her in the process. My ten year olds portfolio mirrors what my oldest does.



To: - with a K who wrote (17882)10/15/2003 3:21:48 PM
From: Jurgis Bekepuris  Respond to of 78476
 
For one Asian ETF, I would go with TDF based mostly on Mobius' reputation and investment philosophy (which is close to long-term value investment).

Take care

Jurgis