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

To: Madharry who wrote (3068)	1/17/1998 9:58:00 AM
From: Jyoti sharma	Read Replies (1) \| Respond to of 78646

Hi Armin, Thank you for your ideas on TBR and UBB. My opinion of TBR was just a broad brush remark not an informed opinion. Looks like you and Mike have done more home work. Last time I looked at TBR was in the summer of 1996 and passed it. It doubled after that. So much for my analytical skills. TBR as a company perhaps has changed since then and may be it's a better buy now. I will spend some time looking at it in depth. On Korea I think the best buy may be MAKOX. Even though it's up a lot in last two weeks , there is a good chance it will go up a lot more. KF between 6-6 1/2 may also be a good buy. The premium and discounts reported by the fund are not always correct. This is due to the daily gyrations in Korean currency and time difference. I will also not rush into Korean market it's already up a lot this year. Depending upon the news we may get a small correction. I do not know of any company owning pieces of Korean companies. Thank you again for tips on Brazil. Best wishes and good investing. Jyoti