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

To: Spekulatius who wrote (25865)	1/30/2007 11:39:47 AM
From: E_K_S	Read Replies (1) \| Respond to of 78510

Have you looked at any foreign country ETF's or are you able to find more hidden value with individual ADR's? I have been reading that some foreign companies have more conservative accounting rules (ie Finland) for valuating assets and creating extra reserves for long term liabilities. This can provide a better value proposition when the market discovers this. I am not sure if Japan has adopted these standards after their big run up in real estate prices during the 90's. I am still studying the issue and am finding it is a country by country case. I currently hold GLW which I acquired a few years ago when they were having problems. They not only have a profitable LCD business but have a few other business segments (diesel filters, fibre cable & biotech) that all have potential for future growth. At the current price it is not a big value proposition. I will be watching for new foreign purchases by the large global conglomerate companies to see what countries and companies they invest in. This might help me identify specific countries that have companies that are undervalued when compared to a U.S. equivalent firm. EKS