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

To: E_K_S who wrote (34802)	6/25/2009 12:21:41 AM
From: Spekulatius	Respond to of 78633

re AAUK - why do you think that AAUK is a good value? the fact that it was worth 30$+ does not mean anything, IMO. For me it's not a buy above 10$ and probably a sell at 14$. My thesis is that the inventory stocking in China will run it's course shortly and then look out below for all basic material and energy producers. Those sectors are typically late to respond to an economic recovery due to capacity overhang. I would not like to take the bet that this time is different.