Replies to post #3080 on Global Value Investing

[bradford86]

RNDY NROM HTCH BBY AIG+ are a few that I've liked over the last 6 months or so and determined to be buys. Not sure if they are now, as I don't know their price off hand as I have more or less gone all-in tunnel vision style on SPMD/DEXO/Y

Emailed back and forth with SPMD IR this morning, they aren't worried about the shareholder vote and expect it to go through with enough votes, pointed out they have had shareholder involvement in the past:
http://ih.advfn.com/p.php?pid=nmona&article=52547762

Note that for Y, I tried to drum up 5% of the equity and was unable to do so. Disappointing that shareholders got run over there but SPMD/DEXO are a different situation as most of the equity holders came to be so from the debt side already and as the saying goes, if the toilet flushed correctly the first time you really don't need to flush it again.

[throwerw]

I think there are a few ways to double your money in the Asian markets, namely Korea, Japan, and Hong Kong. Southeast Asia is overheated for the most part. The whole Russian market trades for 6x earnings and could probably double, but it's all linked to commodity prices.

We are about to publish two reports on VIC this week on companies I haven't mentioned here yet, which I will share with the board as well.