daytrade diaries... thursday, page-86

Hey Poly,

this link worth a look from the MDT thread

http://www.orbisfunds.com.au/reports/SMEF-QuarterlyReport2008Q4.pdf

I agree with MDT as the most discounted,

I like GJT as well, both have NTA in the 90's, while MDT has higher divy 237% to 95% as a gauge of former earnings, but GJT did have a better int cover of 3.4 cw 2.4.

My deciding point bw the two, was that MDT are US, and GJT japan, and i backed the US to pull itself through, while japan might find the grind a continuing saga.

New to the sector, so still getting up to speed.

Cant find any that look a better play than MDTs discount, and growth prospect.

I think NTA, int cover, and Div Y are a good rational for comparisons.

Any thoughts?

cheers