tag:blogger.com,1999:blog-2335748440449035592.post5111885920015725419..comments2008-07-31T19:41:31.538-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-3678221810502592632008-07-31T19:41:00.000-04:002008-07-31T19:41:00.000-04:00Tyler, great name. I have not talked about this one for the blog but before Chindia became hot Eastern Europe was and this was one of the few names we could access. Used to own it 3-4-5 years ago, but lost track of it and have only been watching it again the past 9 months or so. I almost pulled the trigger yesterday but I was completely baffled by the stock reaction to what looked like incredible results.<BR/><BR/>I emailed one of the guys at Realmoney.com who owns this name for his private clients and he too was bamboozled as to why the weakness. The chart is a bit messed up but its outside the US, has secular growth, and is cheap. So short answer = yes I am watching it and strongly considering it for the fund.<BR/><BR/>Only issue right now is the chart and the overall market right now. Might see if can get it in the mid $70s since valuation means nothing in this market.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-4760873689915895422008-07-31T19:04:00.000-04:002008-07-31T19:04:00.000-04:00Have you ever considered CETV? I don't see your cloud on your website anymore, so I don't know if you have written about it in the past. I read something about their accounting involving them not translating their Romanian revenues into U.S. $ recently because of the depreciation of the $... So I guess that would be something to look into... However, the stock looks cheap...Tylerhttp://www.blogger.com/profile/15383715413254218177noreply@blogger.com