Posted by Davy on February 8th, 2008 in Enlightened-American Portfolio
Yesterday, I put in an order to double down on SKT as the stock had dropped another 10% from my initial entry. I reviewed their Q4 2007 results. An official write-up will be put up on the Enlightened-American website this weekend but long story short, the company is engaged in a market share war for [...]
Posted by Davy on February 4th, 2008 in Enlightened-American Portfolio
SK Telecom is the latest addition to the Enlightened-American portfolio. You can find all the sordid research at the website: SK Telecom Investment Report I haven’t been overly aggressive during this downturn, partly due to hesitation over further downfalls and partly due to an aversion to US-centric stocks. While I do not necessarily think we [...]
