Modus Operandi vs Ethics.........case of japan....

[newborn1000]

I think this topic is sorely lacking so.........

My Modus Operandi (MO) dictates that I should start working bottom ups approach on the Japanese stocks.......especially if the nuclear crisis goes out of control....

Basically to buy when there is blood on the street even when the blood is mine......

However, I didnt pen my own MO to be used when thousands died/missing....Think ethics (eg, many people affected by the earthquake need the money, and they are selling cheap, and you are taking advantage of it........)

I think many investors have their eyes on Japan right now.........So let me start the ball rolling by asking this question:

If the nuclear crisis deepens, will you or will you not take advantage of the situation and invest in japanese stocks?

[Zelphon]

i am already vested at stuck with SAIZEN...

HAHA...

[Nick]

i am already vested at stuck with SAIZEN...

HAHA...

What price did you buy Saizen ? Are you planning to average down your cost ?

Ultimately, SR was a high risk stock (with the defaulted loans and lack of dividends) so I guess the market is punishing it even more for this new risk (natural disaster) ? Strangely, the yield wasn't double digit to start with haha !

What do you think ? Any idea what is their fair value/yield ?

Thanks for sharing

[Zelphon]

i am already vested at stuck with SAIZEN...

HAHA...

What price did you buy Saizen ? Are you planning to average down your cost ?

Ultimately, SR was a high risk stock (with the defaulted loans and lack of dividends) so I guess the market is punishing it even more for this new risk (natural disaster) ? Strangely, the yield wasn't double digit to start with haha !

What do you think ? Any idea what is their fair value/yield ?

Thanks for sharing

I am holding at average price of 0.160..

No money to average down...

Out of 146 properties... confirmed 145 intact...

Way undervalued...

With Yen rising.. we could get more DPU !!

Saizen Reits cater to the JAPANESE RESIDENTIAL MKT...
Japanese rent.. not foreigners...

Even with the nuclear crisis... Japanese still need a place to stay.. and they rather rent than purchase a home because of the falling property value over the past decade..

Now is a good time to buy... Even the majority shareholders are loading up...

Alas, me broke... no money to average down....

[freedom]

can they contine to fetch the same rent as before the crisis?

for me, I am sure I don't want to live anywhere near Sendai. not even far far away as 100 KM from Sendai.

[Zelphon]

can they contine to fetch the same rent as before the crisis?

for me, I am sure I don't want to live anywhere near Sendai. not even far far away as 100 KM from Sendai.

Hard to say..

Demand vs Supply la...

Supply now is definitely reduced...

And only at most 30 properties near Sendai area....

It is not as if the whole Saizen properties are located in Sendai..

[freedom]

I think Great Tokyo area also not very safe....

[Herodot]

Think ethics (eg, many people affected by the earthquake need the money, and they are selling cheap, and you are taking advantage of it........)

Well if they are desperate to sell, and noone buys - they are not helped because they need the money and not their stock. They might then even go lower with the price until someone else buys.

[newborn1000]

Great to see some diversity in views.........I guess Herodot is right.......

Lets see, SAIZEN fell by 16%? *Cunning smile*