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Strategies & Market Trends : Cheung Kong Holdings - CHEUY -- Ignore unavailable to you. Want to Upgrade?


To: fred douglas liebling who wrote (1)12/7/1997 1:47:00 PM
From: Uncle Mikey  Read Replies (2) | Respond to of 23
 
Fred - Nice to see a response! My investment in CHEUY is not nearly as large as yours. And I confess I bought it due to recommendations I heard from various Asian Money mangers, something I almost never do.

My understanding of Cheung Kong is that it is not ONLY involved in real estate but many other industries, power generation, etc.

Why do you like the company? Do you have a good source for info.

And I see from your profile that you are into foreign stocks. We are both into SAP AG. Some Latin American stocks I have picked up recently include CFRAY - Cifra (like buying Walmart 20 years ago in my opinion) and PB Panamerican Beverages - largest coke bottler in Latin America with sales in Brazil, Mexico, Colombia, Costa Rica, Nicaragua, and Venezuela.

Mike