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

To: Asymmetric who wrote (42188)	4/7/2011 2:14:41 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78519

I had looked at those Japanese stocks and others and decided not to buy anything. Some of the Japanese stocks mentioned here early on, such a brewery, apparently have recovered or at least had a dead bottle bounce. So some guys who've been buyers here may have an opinion different from mine. =================================== Didn't take more than a few years after WWII for Japanese to go from nothing and lousy quality with their nothing, to sophisticated consumer products having high quality that people were eager to buy. I'll assume the Japanese people will use their skills and systems and hard work to recover again quickly. Except...this time when they go to export, they've got tough tough competition. My bet is that while Japan struggles, Korea will step in to take market share in electronics and in cars. So I have punched up my exposure to Korea. (Big risk with Korea seems to be war with N.Korea) Maybe Germany will benefit with their exports too. Hard for anyone to know. Japanese components may be in many products assembled in Germany, and if there's a shortage of them, it may mean no completions of the final products. I'll look now though at Volkswagen -- they are trying to really ramp up their production, and they may have a good shot at selling all along various price points (VW, AUDI, etc) if Japan can't deliver enough autos to USA/China consumers. finance.yahoo.com