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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (30251)	3/16/2008 2:51:31 PM
From: Spekulatius	of 78667

HOG interesting twist on HOG Is $3.25 Gas Helping Harley Davidson? seekingalpha.com I have thought somewhat along the lines myself. I purchased a motorcycle (not a Hog but a cheap used Japanese model) last winter and use it partly for commuting. Even though my commute is < 10miles each direction, I do have enough gassavings to pay for maintaining my motorcyle. I don't think that HOG is the way to go to play this trend. The big hogs are as expensive than a small car,gas guzzlers relatively speaking and don't save much gas compared to an economy car either. The right stock to play this would be PIA.MI, the Italian company that builds scooters (Piaggio, Vespa) and motorcycles (Aprilia, Moto Guzzi). Unfortunately Interactive brokers does not allow to trade Italian stocks yet. And the stock looks very weak, most likely due to the high Euro which crimps export profits. I wish i were able to find 3.25$ here in Northern, CA...

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