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

To: Madharry who wrote (23140)	1/16/2006 11:50:35 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78752

Madharry, i do not give the currency valuation to much of a consideration. being from Europe, I tend to look at the Euro/US$ exchange rate, which right now i would consider fair. I do not that seem resource heavy currencies like Can$, SA Rand and Brazil have appreciated to levels that are not sustainable long term for the respective industries in these countries (other than resources). As far as resource companies are concerned, i do not see why they would profit from higher exchanges rates in their home currencies. After all, resources are quoted in US$, which means that a company located in Can for example will have a good deal of their cost in Can $ as well, which should be a disadvantage compared to US based peers if anything. This does not mean that in the short term, a bull market in those stocks and a currency appreciation will not compound nicely. That being said, i am an internationally biased investor, with about 40% of my portfolio value in foreign stocks.