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

To: Paul Senior who wrote (27708)	8/10/2007 3:31:48 PM
From: E_K_S	Read Replies (3) \| Respond to of 78704

Thank's Paul - I guess I was not too clear. I wanted more international exposure in my portfolio. I will check out both your and Jurgis Bekepuris list over the weekend. What do you think about GE? It still seems expense to me at 18 PE. Once the sub-prime problem works its way through the system, I believe investors will be focused on international growth again. The U.S. dollar will continue to lag the other currencies. Maybe I will use one of the Vanguard International Funds as they have a low expense ratio and can provide immediate exposure to international stocks. EKS

To: Paul Senior who wrote (27708)	8/11/2007 12:27:42 AM
From: Spekulatius	Respond to of 78704

I do recommend BMW3.DE - the BMW shares without voting rights. this stock can be bought via E*Trade or using IB (which i did). Shares with voting rights (BMW.DE) trade at 44 Euro. Shares without voting rights (BMW3.DE) trade at 36 Euro's. the BMW3.DE also pay a slightly higher dividend. I can't explain the 20% higher stockprice for the voting right shares, it's clearly an anomaly but one that seems to come up from time to time. Shares are near a 52 week low, the last quarter was poor due to low US $ and startup cost (they write down a large part of their startup cost for new models rather than capitalize). Still they made 1.15 Euro in the last quarter - annualized this is a PE of 8. Dirt cheap for a market leader that is still growing the bottom line by 10%+. bmwgroup.com

To: Paul Senior who wrote (27708)	5/12/2008 1:38:48 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78704

CRYP - I think I will sell this one. There is no growth in revenues. They are doing a bunch of acquisitions, but it's not clear how these will work out. It is pretty clear that their Internet gambling business is going nowhere even with their claims to the opposite. I don't really see a story there and I am not sure the management is great. Any other opinions? GSIT - here's a great microcap profitable net-net story. Clyde mentioned it last November stocksbelowncav.blogspot.com I bought a bunch then and added a bit later. It may still be a deal here, but less so than when it was below NCAV. I am holding. May add if it drops towards $3 again. Definitely an example why it's worthwhile to buy select microcaps below book or NCAV. :)