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

To: Madharry who wrote (23758)	5/17/2006 5:29:52 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Madharry. Looking at China Mobile, I came across positives on your pick here of CHEUY.pk. You are possibly already aware of this article; I post link here for those who might be interested in some additional ideas regarding China-related possible value stocks. marketwatch.com

To: Madharry who wrote (23758)	7/8/2006 12:57:17 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78666

Okay, Madharry, following you into CHEUY.pk for a few shares. Aside. As reported, CHEUY is run by Hong Kong's richest man, Li Ka-shing. marketwatch.com Fwiw, I am still holding a few shares of port operator Hutchinson Whampoa, also controlled by this man. The stock has stalled. I continue to hold it as a play on commodities shipping into China. And in some sense, from China. They have a tie-up with railroad company KCS in Mexico; and, as posted previously, I've purchased that stock also for that reason as well: forbes.com A Marty Whitman fund apparently increased its purchases of CHEUY last quarter, so somebody there believes the stock is "safe and cheap". I suspect it will be a couple of years before purchasers of CHEUY will know if they made the right decision in placing their bet now on the company.