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Strategies & Market Trends : Value Investing
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To: Brendan W who wrote (19020)4/4/2004 1:50:33 PM
From: Paul Senior  Read Replies (1) of 78671
 
Thanks, Brendan Watt.

Still hold CVX, VLO also. May add to DVN this week. Have a MSFT position; coulda, maybe shouda, added this past week but din't.

UU attracts - could be a stable stock providing some balance to volatile issues in a portfolio. I'll add it to my watch list.

Have gone back again to review my reits also, to consider trimming. Can't bring myself to do that yet. (Possibly a personal problem: my reluctance is not due to an opinion that the reit business/prospects (cap. gains) from here are going to be so great.)
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