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

To: Mr.Gogo who wrote (42984)	6/11/2011 3:26:03 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78751

re CCJ - I would consider a price of 7x earnings as attractive. That is about what Vale is going for. I am not sure that the prospects for uranium is better than for Iron ore, so I think a comparable price/earnings ratio makes sense.. or maybe you base it on ERA.AX valuation, which is a peer company (more or less). That would get you in a similar range. My target price for BRK.B is in the 72.XX$ range - at least that is where my GTC order is situated. I think this would be very attractive price. Below is a link to a fairly good valuation model from Tilson: tilsonfunds.com.