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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (35956)	3/25/2010 4:01:50 PM
From: E_K_S	Read Replies (1) of 78659

Re: Siemens AG American Depositary (NYSE: SI) - div yield 1.6% Empire District Electric Co. (EDE) - div yield 7.0% Atmos Energy Corporation (ATO) - div yield 4.7% Peeled off shares of SI ( now down to 50% of my original buy 8/2009) and added to my ATO and EDE positions. I upped my EDE position by 50% and have built my position to 1.5% of the taxable portfolio. I am taking partial profits in my low dividend payers and adding to my higher dividend payers. I am looking at the total return of the investment so once I lock in a dividend yield of 5% or more, I only need a 5% increase in the price to generate a net 10% return. The dividend gets you half way there w/ no growth. I am also tempted to reduce my exposure to the international infrastructure builders as the bulk of the stimulus money is already committed. Unless we enter a double dip recession, new stimulus money or money net yet spent will probably be reallocated and used to reduce debt. SI has more exposure to the falling EURO but FLR, SHAW and CBI all have exposure to a weak EURO. EKS

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