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


To: Carey Thompson who wrote (27266)7/11/2007 7:36:55 PM
From: Paul Senior  Read Replies (2) | Respond to of 78470
 
Chinese stuff (real estate): My idea is to buy a package of these real estate companies. Trying to buy not all at once, but rather if/as individual stocks retreat or look attractive. Too tough for me to figure value of underlying real estate (or real estate opportunities) vs. value of the stock. Want to have some money in the sector though.

I have CHEUY. And small positions in the others too that were mentioned here previously ---BJCLF.PK CDEVY.PK CHEUY.PK WHLKF.PK SUHJY.PK EGLRX FIREX RWX

finance.yahoo.com

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I still have Hutchinson Whampoa (HUWHY) bought late '03 and early '04.
As I view it, the positive for the company is their ownership/ management of so many key port facilities. And Mr. Li's astute business sense. The negative is HUWHY's telecommunications 3G problems (They are not profitable.), and possibly Mr. Li's interests not aligned with small shareholders'.

I've periodically been considering adding to position in mid/high $40's (but have not); now I see the stock has suddenly popped a little to new high. A surprise to me after its such long sleep, and I've no idea why now.

finance.yahoo.com



To: Carey Thompson who wrote (27266)7/13/2007 12:12:43 AM
From: Spekulatius  Respond to of 78470
 
I liked Wharf Holdings 0004.HK better than Cheung Kong since it used to be trading at a larger discount to NAV, as provided by management. Just today i decided that things are getting to frothy with HK real estate and I subsequently sold my position today.