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


To: Paul Senior who wrote (30760)4/23/2008 12:01:17 PM
From: Jurgis Bekepuris  Respond to of 78701
 
Although I don't like MTNOY a lot, I still think it has better prospects than CHL and may be cheaper too. ;) CHL is just too rich for my tastes. I missed it before the runup - hugely. :(

The only consolation is that I made some money on TCEHF (not a value stock) and KONG/HRAY trades. But man, did I miss the developing country telecoms... :(

IF looks interesting. I need to take a look at Indonesia as a country. I'll get back to you on that.



To: Paul Senior who wrote (30760)4/24/2008 3:18:23 PM
From: Jurgis Bekepuris  Respond to of 78701
 
IF: Not very flattering article about Indonesia and overall SEA: economist.com

Country macro economic data looks pretty OK: economist.com

Still looking for more info. :)