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Alias Born 12/19/2004

Re: None

Wednesday, 08/22/2007 10:39:45 AM

Wednesday, August 22, 2007 10:39:45 AM

Post# of 17549
I called the number in the iBOX yesterday and was pleasantly surprised to speak with a lady with a pronounced Japanese accent. She said the US portion of the business is just getting started. She was very pleasant, but difficult to understand.

Key points on this play for me:

- The Japanese market is on a tear after years of stagnation and Japanese related stocks will do well
- This is a very generalized statement, but I've always found Japanese people to value integrity highly
- There are no signs of pre-loading in this play, very under the radar
- zero PRs = zero pumpage (they're keeping this baby well under wraps)
- Japanese folks in the US are pretty affluent, have high net worth and have specialized needs, which would support the need for a "boutique" type estate planning service. Think high margin business.

-k

You're never as good as your best trade and never as bad as your worst. Stay in and win!

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