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

To: Madharry who wrote (75464)	4/23/2024 2:33:27 PM
From: Harshu Vyas	2 Recommendations Recommended By S. maltophilia Sean Collett Read Replies (3) \| Respond to of 78464

"Inevitable" is a strong word. Just look at my home country - the UK. The FTSE 100 was just as good as the S&P 500 prior to the GFC. Fifteen years later, we're still in no man's land returning about 20% in 17 years (exc dividends). That's downright awful when you consider we also benefited from QE, ZIRP... The other fact is that US enterprise developed, improved and went clear, especially in tech, whilst London clutched to its services sector to do its bidding for the rest of the UK. In addition, you've got very capable individuals and benefit from wonderful geographical conditions... The world relies on you and, more, they still trust America and that's why I pay a premium for US stocks. I sure wouldn't want to bet against the US in the next century. Chinese stocks are cheap, sure, but I think it's better if the West just shrug their shoulders and bet on themselves. There's only so much growth that companies like Baidu and Alibaba can achieve. With the CCP also breathing down their shoulders, I just don't think it's worth the risk or time. China isn't the land of innovation or freedom; America is. Multiples should stay low, upon reflection. I'd bet on Amazon and Google if I had to, but because their valuations are somewhat expensive, you, just like I, are tempted to buy into something cheaper looking. An element of desperation for value investors in this market? I think so. Japan's another example of an economy that took forever to recover. In essence, why will China and its stock market recover quickly and why do you think 13x earnings for BABA is reasonable?

To: Madharry who wrote (75464)	4/23/2024 2:46:15 PM
From: E_K_S	Read Replies (1) \| Respond to of 78464

KLG +6.86% this is the spin off Division from Kellogg which was done 11/2023. It is +103% in 6 months. Talk about bringing out shareholder value by spin out divisions. I believe UGI may do this w/ AmeriGas and even LEG w/ one of their 3 operating units. This is what value investing is all about; bringing shareholder value to the assets already owned. I have been buying SOLV the health care division from MMM that was spun out earlier this month. The preliminary financials show this to be priced at/near 12x PE but was loaded w/ extra debt. No dividend but management says after a few quarters they will look at a dividend. The plan to use the FCF to pay down debt.

To: Madharry who wrote (75464)	8/16/2024 12:35:20 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78464

BABA. Not a good quarter for BABA, but stock holding steady. I see M. Burry increased its position in his fund to 21%. Stock looks somewhat undervalued to me, especially if cash is stripped out. I continue to be a retail shopper there and maintain a very small stock position. Shipping charges have greatly increased in past year or so with expiration of US law/agreement that permitted almost no shipping charges between US and China. A benefit of that change is that shipping from China seems to be faster now. BABA still can't target me correctly: I get adds for female stuff and small electronics for which I've never had an interest or placed an order. I like that there a dividend -- 2.5% yield -- so the company can and is willing to pay something to (foreign) stakeholders. I noticed M. Burry now reports he increased his position to 21% of his public portfolio. I'm definitely not that enthused about the company or stock. finance.yahoo.com