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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (33377)	1/30/2009 2:14:35 AM
From: Spekulatius	Read Replies (1) of 78669

PM (39$), TEL(14.1$), CAT(31.8$) EEQ(31$)- two little helpings of PM for me. I am re-establishing a position that I sold at higher prices a while ago. Rinse and repeat. TEL - business terrible but expectations are realistic. With TEL I think the revenue decline is partly due to inventory correction so this should reverse somewhat once the inventory stocks are depleted at their customers even if end user demand does not improve. CAT - seems to have a plan how to get through this downturn. if they indeed manage to earn 2.5$/share in Y2009, the stock is a buy here. Chart looks like it may have bottomed. Sold part of my EEQ position. This pipeline stock has done well.

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