Charles Lannon Kose 4922-JP TOP PICK Mar 01, 2007

A Japanese cosmetic company. 90% of their business is from Japan. Very high-end goods. 20% of the share price is cash. Good price.

Charles Lannon

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misc consumer products

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(Japanese exchange) Ladies cosmetics. Products only sell in Asia. More disposable income among Japanese females allowing for margin increases. GDP growth in Japan is about 3.5%. Dividend yield of about 1.4-1.6% and rising.

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Charles Lannon Kose 4922-JP TOP PICK Mar 01, 2007

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