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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (24739)	8/28/2006 6:40:51 PM
From: E_K_S	Read Replies (2) of 78715

Great Work on GI (Giant Industries). What was the value proposition that caught your eye on this one (high book value relative to current market price?). I have been reviewing my top holdings and evaluating if my original value ideas still hold water. Most of them do and in fact I would buy more but I have a 5% rule max holding for any one security. Could you share two or three of your top 10 holdings, how long you have been in the investment and your target price for fair value. EKS FWIW a stock makes it into my top 10 holdings only after I have accumulated shares over a period of time, usually more than a year. If I am right, it appreciates in value over then next 18-36 months and becomes one of those multi-baggers. My most recent candidates are EP (El Paso Corp) w/ an average cost of $6.00 and GLW (Corning) w/ an average cost of $7.00. I continue to like both companies and have a $25 target for EP and a $55 target for GLW.

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