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The Manual of Ideas: "The Japan Issue"

|Includes: NTTYY, Sony Corporation (SNE), TM

Japan has been on our radar screen for quite some time. The aftermath of this year’s Great East Japan Earthquake has given us the impetus to look at this market in more detail — and to try to identify some bargains among Japanese mid- and large-cap stocks. These companies are quite accessible to non Japan-based investors, as they trade on one or more stock exchanges in addition to the Tokyo Stock Exchange.

When an already cheap market becomes even cheaper due to an exogenous shock, value investors are bound to take notice. While the human toll of the Great East Japan Earthquake has been devastating, we have confidence in the ability of the Japanese people to rebound from disaster. Japan has gone through many trying periods in history, repeatedly emerging with a newfound zeal to grow and prosper.

The Manual of Ideas, May 2, 2011 [contents]
— The Japan Issue

Editorial Commentary — John Mihaljevic highlights three investment ideas
Superinvestor Update — Tracking the portfolio moves of top investors
Interview with Scott Callon, CEO of Ichigo — On value in Japan
Interview with Mark O'Friel, CEO of MOF Capital — On value in Japan
Japan, The Country and The Economy — Some context on key long-term trends
Screening for Japanese Investment Opportunities — In search of bargains
Profiles of 20 Japanese Investment Candidates — Analysis of intriguing ideas
Statistics on Japan — Annotated historical macroeconomic data
Value Stock Screens — Screen results for bargain-hunting investors
This Month's Top 10 Links — A selection of third-party online resources

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