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


To: ValueGuy who wrote (49439)9/16/2012 12:30:56 PM
From: Paul Senior  Read Replies (4) | Respond to of 78753
 
"hyundai for example...really wished I'd own this stock"

I looked closer now because I have posted in past how difficult it was for me to actually buy any Hyundai -- it didn't trade -- or rarely traded(http://finance.yahoo.com/q?s=HYMLF) -- on the pink sheets. (And buying anything on the Korean market I found to be too tough --- brokerage fees/middleman fees/exchange fees make small buys not worth it.)

Turns out I appear to be wrong --- I don't know how I missed it, but the company shares seemingly can be bought as HYMTF. Thinly-traded, but available, according to Yahoo:

finance.yahoo.com

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Korean companies seem to me to dominate the USA in so many sectors. Perhaps it's combo of government trade policies, Korean mindset to "buy Korean", their focus, education, bribery/ business practices, infrastructure, conglomerations - whatever -- but they seem to be decimating the USA in many sectors.

I am holding a few shares of EWY. I bought it because it was the only way I could figure to buy some Hyundai. Also get Kia, Samsung, LG in appliances. (Of course, also get, typically, some companies I don't know about or would prefer not to own, e.g. steel manufacturer Posco).

finance.yahoo.com

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If I could find and understand what Hyundai's p/e, balance sheet look like, I might be more enthusiastic about buying the stock. Especially if the p/e were to be as low as for GM or F. As it is, I'm becoming more concerned about my shares in GM (and I also have F). I may just swap out some GM for HYMTF. Not sure where GM is in having product that consumers want. With Hyundai though -- apparently the company can't meet the demand for its cars:

autoblog.com



To: ValueGuy who wrote (49439)9/16/2012 5:47:11 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78753
 
I wonder if I should be concerned by Lenovo/ASUS outgrowing HPQ/DELL in PC sales. It is a concern definitely. On the other hand, if HPQ/DELL are moving towards enterprise, maybe this is not a great big deal. However, overall I think I'm gonna be even more hesitant to add/buy HPQ/DELL

Disclosure: I have a position in DELL.