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

To: Jurgis Bekepuris who wrote (29430)	12/27/2007 2:31:58 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78728

Ok my last rebuttal CAJ 's numbers are here: canon.com CAJ numbers are very clean. High single digit sales growth and a substantial amount of the cash is FCF and the absence of one time charges looks good to me. Please also note that US companies with foreign exposure sure will show good growth in US $ if the currency depreciates. The allure of SSUMY and ITOCY is that they are restructuring stories that are about 50% finished and they are cheap based on PE's of 9-10. They sure are in cyclical industries but they have very little exposure to the US or Europe and more so to Asia (not just China), which is where the growth is supposedly. I do not agree with you that one should not venture outside the US unless there is a huge story (or maybe we differ on what a huge story means). Increasing the profitability by 10x is a huge story. i agree that those companies are in cyclical business but they are also quite diversified.