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gitawa

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    What are you buying today?

    in General Discussion

    Posted

    HK property companies are cheap as their property assets are valued at current (inflated) market prices. Factor in the probability of a correction and they're not as cheap as they appear.

     

    Research In Motion/BlackBerry

     

    I'm also trying to generate more cash to put to the side in case a buying opportunity arises. My average cost on BB right now is $11.

     

    Haven't found anything else outside of EXOR and Henderson Land Development companies (which I think people should look closer at, especially Henderson).

     

    I am just starting to look at Henderson Land, this HK company is ridiculous cheap. P/BV = 0.5x. Book value has grown around 10-20% EVERY year for the last decade..... does anyone own this baby?

     

    I am still in the process of due diligence which involves just glossing over their 10K (or the ADR equivalent)

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