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

To: Paul Senior who wrote (3021)	1/14/1998 4:23:00 AM
From: Gary105	Read Replies (1) \| Respond to of 78625

Best way to emulate Buffet is by owning Buffets company - BRKB or BRKA- its my largest holding. What many fail to realize is that, despite its core holdings, its an actively managed portfolio with new acquisitions every year - it also does some trading to enhance its returns. Speaking of value, one of my holdings is tanking now to the point where I see value. RADAF makes electronic games and has just finished its busiest Q - so I see seasonality in play. Currently selling at trailing p/e of 10. Difficult to say for sure what forward p/e is but I've heard whispers of well over $2/share (some as high as $3/share for '98) so forward p/e (given current price of $13) is about 5 or 6. Earnings have been growing triple digits when compared with year earlier Qs and trend is likely to continue for next 2 or 3 Qs. all imo, Gary

To: Paul Senior who wrote (3021)	1/14/1998 8:36:00 AM
From: Jyoti sharma	Read Replies (3) \| Respond to of 78625

Hi Paul, Now that the worst in Asia seems to be over I will like to post some value ideas from SE Asia, I expect a return of 50-100% this year. Bangkok Bank BKKPF closed $ 1.50 Siam Darby SIDBY closed $ 0.75 Philippine FPF $ 6.00 Korea fund KF $ 7.25 Indosat IIT $ 14.00 Cheungkong CHEUY $ 4.875 All the stocks picked are considered blue chips in their countries. KF is trading at a premium of roughly 25%. I see these stocks to benefit from the bounce back in their oversold markets as well as recovery in their currencies. The biggest risk IMO is of China devaluing its currency. In two years I expect return of over 100%. Relative to US market all these markets are inexpensive. I would appreciate other views including risks in this portfolio. Best wishes Jyoti