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

To: Spekulatius who wrote (29434)12/27/2007 4:40:49 PM
From: Jurgis Bekepuris  Respond to of 78730
 
SSUMY and ITOCY ... 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.

They have only 20% revenue exposure to Asia (outside Japan) and there was no growth in last year in that geographic segment. Look at their financials. I did. :)

Good luck, I don't think we are going to agree on these. :)



To: Spekulatius who wrote (29434)12/27/2007 5:03:40 PM
From: Jurgis Bekepuris  Respond to of 78730
 
Story and foreign companies: maybe you are right. Maybe I was just being lazy. I guess if someone mentions foreign company, I should look up their numbers, even if there is no story. :) My foreign holdings are mixed really. Some of them have story, some don't. But then a lot of foreign companies in my experience are much worse in reporting results in English than Sumitomo and ITOCY.

Does not change my opinion about your Japan picks though. :)


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