“We believe Mexico's stock market is significantly undervalued, and it remains our top pick in the region, with our overweight in our model portfolio at 4.4 percentage points.”
Damian Fraser
“The stock is cheap, not well followed, and I think it's undervalued, ... The stock currently trades at about $21, and I think it will earn about $2.60 a share for the year.”
James Awad
“The most undervalued stocks today are large-caps.”
David Herro
“I continue to think that, as a region, the Pacific Rim looks good. Brazil is still undervalued. Stocks from the U.K. and New Zealand are undervalued.”
“I think there are still property stocks that are undervalued because the story is no longer just about Singapore. Many listed developers now earn a large part of their revenues from abroad.”
Tricia Song
“We are paying cash because we believe our stock is greatly undervalued and prefer to use cash as our acquisition currency,”
Bill Austin
“The most important thing is that the stock market had declined to levels that were arguably undervalued, and that many aggressive managers also realized there was a great deal of pessimism.”
Hugh Johnson
