RE: RE: RE: UPDATE: discount to peersMy thoughts or another angle, as I understand the US owes Japan a bit of cash....they likely will require some of this money to be repatriated as a result of the earthquake to rebuild infrastructure. Basically takes them out of the equation for this play also does it not? Compelling argument perhaps, or is it that this is just not a favorite? Sometimes you could put the same material out for two different stocks and have totally different market valluations....sometime it is what it is!