Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (24276)	7/8/2006 1:39:50 AM
From: Spekulatius	Respond to of 78666

Cheung Kong - difficult to analyse. Holding company (mostly a 50% stake in Hutchinson) and on the operational side a real estate developer in Hong Kong and China. The stock is trading at a small premium to book. (P/B around 1.05) Both HK and China's real estate market have been booming but the Chinese government is clamping down on RE speculation, which could hurt companies like Cheung Kong. If i remember correctly the 97/98 crisis hurt Cheung Kong quite a bit. On the other side, Templeton owns 6.5% of the company stock, so I consider this a strong vote of confidence.

To: Paul Senior who wrote (24276)	1/30/2008 10:26:57 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Averaged up a little today on Chinese real estate stock [t]CHEUY[/t]. Averaged down with a small add to uranium miner [t]CCJ[/t]. Too slow to grab [t]WYE[/t] at today's new low. Anybody remember past thread favorite Huttig Building Products [t]HBP[/t]? Not quite as cheap as I'd like to see it, but at .7x b.v. and .09 p/sales, I'll take just a very few shares to keep it up on my screen. (I'm not claiming any of these are value plays with margins-of-safety.)