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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (18848)3/15/2004 10:19:25 PM
From: Spekulatius  Read Replies (2) of 78517
 
Added to BDK @51.3$
my single best idea at this point - with a FCF yield around 8% per S&P. Keeping powder dry and still about 50% in cash in my trading portfolio. I see more buying opportunities ahead. Canon had a good report today, so if price is right i'll buy back some shares again. I think Honda is looking interesting as well, at around 20$ i would be shareholders again and at 23 Euro i will add to my shares in BMW preferred, as the Y2003 earnings look pretty strong.
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