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

To: Spekulatius who wrote (42305)4/18/2011 12:18:11 AM
From: Jurgis Bekepuris  Respond to of 78751
 
I looked at EWY when Paul Senior suggested Korea as the country which may benefit from Japan's problems. It has run up quite a bit, however it and SKOR have so far tracked each other.

EWY is dominated by Samsung and Posco, which makes it a bit easier to value. Samsung was/is cheapish. Posco is too, though it may be risky if business cycle turns in Asia/China.

Perhaps EWY and SKOR are still buys after the runups.

Disclosure: I have a tiny PKX position.


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