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As The World Turns -- Episode Two

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Previously: UBB's price to sales and price to book look incredibly high. Does Yahoo really have the right figures? Will all the foreign companies I want trade at Marketocracy?

UBB is still a question mark because other financial information sites show an "N/A" for too many figures. I am going forward with RIO, GGB, PKX, MT, TNE, which I described in Episode One. They do trade at Marketocracy and I have some cash available. Luckily, I recently sold some stocks. I had accidentally double-bought HDB and ROP because, when I thought a transaction didn't "take", I tried a second time. But, as it turned out, Marketocracy was just slow at the moment.

I've found yet more prospective foreign companies:
United Microelectronics (UMC) semiconductor foundry in Taiwan, 11.03B Mkt. Cap.
China Mobile (CHL) telecommunication and related services in Mainland China and Hong Kong, based in Hong Kong, 221.69B Mkt. Cap.
Kookmin Bank (KB) commercial banking services to individuals, and small and medium sized enterprises in South Korea, 27.43B
Petroleo Brasileiro (PBR) based in Brazil, oil from reservoir wells, shale, and other rocks in Brazil, 132.27B Mkt. Cap.
PetroChina (PTR) based in China, petroleum and natural gas related activities, 245.10B Mkt. Cap.
Taiwan Semiconductor (TSM) in Taiwan, integrated circuits and other semiconductor devices, as well as manufacturing masks, 52.92B Mkt. Cap.

However to buy additional stock I have to sell something. I can put off this decision only until I've researched the new prospects further. Frustratingly, my current lowest-performers all have a strong global component even though based in the US. They all have good fundamentals, are not overvalued, and have been written about favorably in the media. The companies I may sell are:

Jones Lang Lasalle (JLL) -- Although this company is in real estate services, it functions globally and has been mentioned favorably in foreign-investing articles. It should be a good alternative for investors who like RE but can't find a good deal in the US market; so why is the stock price falling?

Ensco Intl. (ESV) and GlobalSantaFe (GSV) -- Both provide offshore contract drilling services in the US and internationally. You would think that they would be bear-proof, but no.

Input/Output Inc. (IO) -- IO provides seismic products and services primarily to the oil and natural gas industry worldwide. This is another company with good figures which has dipped more, recently, than I would have thought.

Decisions, decisions!

To be contnued...
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