Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Paul Senior	10/14/2005 2:15:21 AM
	Read Replies (2) of 78748

Taking a beating on oil stocks I've added to recently. I've cut back on many now (ouch), but some I'm adding to. I'm upping COP and OXY. COP under 7 p/e on next year's est. earnings, 2% div. yield. Good roe numbers. OXY (ouch. Down more in after hours), also decent p/e and roe. Clothing stocks: Adding to Russell (RML) and have started a tiny exploratory position in AEOS. For American Eagle Outfitters, I'm hoping company stuff is and will remain attractive to consumers (fickle business). In good times, company has sold at higher p/e than now. OTOH, p/sales is still relatively high, so this is not a washed out stock. Building Suez (SZE) position with small adds. Also adding to miner, BHP. finance.yahoo.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next