tag:blogger.com,1999:blog-5389144729834496735.post5509361603418851973..comments2024-03-17T05:15:55.634-04:00Comments on The Brooklyn Investor: Retail HoldingsUnknownnoreply@blogger.comBlogger6125tag:blogger.com,1999:blog-5389144729834496735.post-58721482878998897832015-06-10T15:11:58.134-04:002015-06-10T15:11:58.134-04:00As a long term holder of RHDGF I was very pleased ...As a long term holder of RHDGF I was very pleased with the first step in monetizing the assets of the company. Not sure if this is a strategy or an opportunistic move. I am trying to figure out if the whole company is more valuable than selling the individual countries. Closing down the corporate headquarters, getting rid of salaries, air fare, rent, reporting and accounting costs both in HK and NY might save 2-4 million dollars but little synergies after that. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-42995146831858451982014-04-23T16:18:14.497-04:002014-04-23T16:18:14.497-04:00Hi,
Yes, a little disappointing, but I think a l...Hi, <br /><br />Yes, a little disappointing, but I think a lot of it is just cyclical; emerging markets are just in a sort of down cycle market-wise (China really cheap) and economically (linked to China slowdown etc.). But I don't think a lot of this disappointment is the doing of management. <br /><br />Value realization may take time, but when things turn up (which they eventually will) they may be able to realize a lot of value. <br /><br />This isn't one of those holdings that I would track too closely in terms of near-term performance due to the seemingly heavily cyclical nature of the markets and economies. <br /><br />On the other hand, I do understand the impatience as if the value isn't realized at some point, international competitors can become a factor... But judging from their progress to date, that may not become a factor for a long time... (intl retailers have a very different model and might need a bigger and wealthier middle class). <br /><br />Anyway, we'll see how it goes. <br />kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-82593962823962233352014-04-22T10:02:43.979-04:002014-04-22T10:02:43.979-04:00Very disappointing results for year end 2013. Loo...Very disappointing results for year end 2013. Looking for incremental growth specially Sri Lanka in 2014. In a year where emerging markets took a big hit RHDGF kept investing and that is a big unknown if that was the right strategy. There are a few of us that follow the stock but our patience is wearing thin. Not sure if an IPO can be realized considering 2013 results. Would selling each individual business locally make more sense. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-60947340310005168652014-02-10T08:50:26.207-05:002014-02-10T08:50:26.207-05:00Hi,
I haven't actually taken a close look in...Hi, <br /><br />I haven't actually taken a close look in a while; I should. As long as the underlying businesses are doing OK, it should be fine. We all know emerging markets are having problems, so from a market point of view, value may not be realized soon, but that's fine. When emerging markets recover or stabilize, there should be other opportunities for them to realize some value. kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-18427307679164354782014-02-07T17:33:55.045-05:002014-02-07T17:33:55.045-05:00I was wondering if you have updated your view on R...I was wondering if you have updated your view on RHDGF as the IPO did not occur. The third quarter results for the operating companies was strong and I am estimating that the momentum will carry into the 4th Q of 2013 and of course 2014. Outside of an IPO there is always the possibility of an outside party buying the company. I see lots of opportunities outside of the operating results such as undervalued RE as this company has been doing business in Asia since the 1870's.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-35398099158205744862013-03-04T01:46:31.815-05:002013-03-04T01:46:31.815-05:00Excellent Job! Thanks for creating a sensible topi...Excellent Job! Thanks for creating a sensible topic that suits the taste of your readers. Keep up the good Work.<br /><br /><a href="http://www.privatebelizeibc.com/" rel="nofollow">offshore banking</a><br />Anonymoushttps://www.blogger.com/profile/14001713324253418834noreply@blogger.com