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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (30206)3/1/2008 4:56:58 PM
From: Paul Senior  Read Replies (1) of 71627
HUWHY. If they can turn around their huge telecom investments in 3-G, the stock will do very well imo. They've not been successful though in past three years.

Yes, not possible to understand billionaire Li's balance sheet or his strategies. Or his often gutsy (erratic?) bets. HUWHY is a conglomerate with great assets and lousy earnings visibility.

Reminds me of Berkshire in that there are lots of core assets throwing off cash that the company uses to invest in presumably higher growth areas and industries.

My opinion is that people won't bail from the stock because its complicated financials are anathema in difficult times. My opinion is that people have generally always ignored Hutchinson because of Mr. Li and his complexity. That I suspect (and hope), has made the stock undervalued.

I've been in the stock since '03 with a small add in '04. It's not been a great performer. At current price and with the few shares I hold, I'm willing to add a little more now.
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