Replies to post #157012 on Sino Agro Food Inc (fka SIAF)

[JustChristine]

By the way, I think the chart looks awful:

http://schrts.co/FCmKYIGC

[RealDutch]

I've always viewed SIAF as a Special Situation stock rather than a Value stock.

It is, because of the stock dividend. It was, because of the cash dividend policy.

It's a very healthy approach in the China space, to only invest in special situation stocks. You need a bit of luck as well, but that's been lacking. We are not to blame if the companies don't deliver.

[ValueInvestor01]

I've always viewed SIAF as a Special Situation stock rather than a Value stock.

The whole purpose of value investing is look for the possible mispricing on special situations such as Spinoffs, Partial Spinoffs, Right Offerings, Risk Arbitrage, Mergers and Acquisitions, Bankruptcy, Restructuring and Recapitalization. That's the whole purpose of value investing is to look for these "Special Situations."

Joel Greenblatt and Seth Klarman, two deep value investors wrote books about this topic.

So I don't really know what you meant when you said "I've always viewed SIAF as a Special Situation stock rather than a Value stock." To me, it is kind of redundant.