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: E_K_S who wrote (25823)	1/30/2007 9:41:59 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78508

My new buys of international stocks are MTU and AUO. Both have been mentioned here a while ago. MTU is the largest Japanese Bank and financial conglomerate. A recent earning warning let the stock price deteriorate. overall however they have fixed their problems (bad debt). PE should be around 12 and P/B around 1.7. Total market cap/Total asset ratio is still low compared to most international rivals but this is of course because the assets are not as profitable. i am betting that they become more so over time, so i think that the current price at a little more than 12$ for the ADR represents are decent value. AUO is the 2nd largest LCD producer (they did overtake the troubled LPL) behind Samsung/Sony. The industry is very volatile and LCD prices are currently in the basement due to too much new capacity. Now Capex is being restrained and I am betting that AUO will show better results in 6 month or shortly thereafter. PE is about 13 based on some estimates i have been seeing. Both are entry positions.

To: E_K_S who wrote (25823)	2/1/2007 2:48:05 PM
From: E_K_S	Read Replies (1) \| Respond to of 78508

International Paper Completes Exchange of Brazilian Assets With VCP earthtimes.org From the article:..."This investment complements our global strategy, improving our competitive position, while adding value to shareowners. The project is immediately earnings accretive, with greater than cost of capital returns, and doubles the EBITDA of our Latin American business," said John Faraci, International Paper chairman and chief executive officer. "The Luiz Antonio mill is a globally cost-competitive paper mill, and its addition to our portfolio, along with our plans for the paper operations in Tres Lagoas, significantly expands our uncoated freesheet capacity in Latin America while providing growth opportunities in the region." ================================= Started a small position in VCP yesterday to complement my ARA holdings. EKS