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

To: Paul Senior who wrote (42473)	4/29/2011 10:18:53 AM
From: Spekulatius	Respond to of 78602

I agree that it is a hypothetical exercise to strip out the cash bu it is still useful. Cash on the balance sheet is a useful asset, even though it is unlikely that the management decides to do something short term. Not all companies are part of Keiretsu's. Somy, for example grow up out of the keiretsu systems. I do not believe that DMW or Tsurumi Manufacturing are part of a keiretsu. We will see how it works out. I have bought value traps before and as long as things don't get worse, I should be OK. Volatility may open up chances to trade, opening up another route to profits. And if things change slowly for the better, there is a very nice potential for long term gains.