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Hi Szymanskipr,

Japanese companies are something I keep an eye on all the time and I think there are alot of opportunities there. We already have a couple in wildcard (Sega Sammy) and selection (Nissan), and there are about a dozen or so ideas I'm digging into that span retail, financial services, and a little bit of tech. I'm particularly interested in the smaller financial services companies that proved through the 90's and downturn in 2000-2002 that they could competently manage risk, and a couple that blew up and have been resurrected. In general I'm not a huge

The largest drawback specific to small caps in Japan is access to them for U.S. investors. Some are pink sheets, but not that many. We like to keep our potential investments easy to invest in for subscribers. For those that use interactive brokers that's less of a problem from what I hear and when E*Trade rolls out its global trading platform that will open up access as well. Needless to say I'm pretty excited about E*Trade's move.

One last comment... The Japanese market has quietly more than doubled the last four years, so the idea that they're primed for growth is priced in to a certain extent. That doesn't mean there aren't still opportunities, but it's more of a stock pickers market now, something I like actually.


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