Buffer "Japan is a buy"

omegapoint · Mar 21, 2011

Fire sale, time to swoop like a vulture ...again.

marketsurfer · Mar 21, 2011

Yes, no question. look at CAT and other infrastructure US stocks also....

rubicon · Mar 21, 2011

short term it might... long term many headwinds working against japan.. Debt burden, Population age to name a fewOn a macro level I don't think Japan will work, on a micro level there are definitely companies that are worth looking at...

Bob111 · Mar 21, 2011

Quote from omegapoint:

Fire sale, time to swoop like a vulture ...again.

http://finance.yahoo.com/q/bc?t=1y&l=on&z=l&q=l&p=&a=&c=&s=scj

they already bounce back half way to "pre" earthquake levels

atticus · Mar 21, 2011

What's a Buffer?

turkeyneck · Mar 22, 2011

Quote from atticus:

What's a Buffer?

Computer memory

EON Kid · Mar 22, 2011

He is probably long Yen

What Japanese companies does he have an interest in ?

DanielPrice · Mar 22, 2011

Quote from Bob111:

http://finance.yahoo.com/q/bc?t=1y&l=on&z=l&q=l&p=&a=&c=&s=scj

they already bounce back half way to "pre" earthquake levels

sure did

abducens · Mar 22, 2011

I suppose crisis investors make out well but the contamination may play out over months and I know the media is not reporting much on it due to Libya. Question is for Tokyo, has it seen the worst? Those reactors are broken and who is going to fix them?

Bob111 · Mar 22, 2011

Quote from abducens:

I suppose crisis investors make out well but the contamination may play out over months and I know the media is not reporting much on it due to Libya. Question is for Tokyo, has it seen the worst? Those reactors are broken and who is going to fix them?

exactly. SCJ is about 6% below "pre" quake levels. is it a buy at this level and worth all risks mentioned above on top of japan's massive debt?
i'll pass this one..