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Strategies & Market Trends : Value Investing

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From: hoyasaxa	5/29/2007 5:37:46 PM
	Read Replies (3) of 78774

Hey all. Happy Memorial Day. Haven't lurked or posted in awhile and just getting caught up. Have some cash to deploy and seeking the best value play for the next 6 months - somthing that shouldnt go down much in 6 months with the potential for considerable gains. I have shared my picks before and do so again. Thank you kindly Paul, Spek, -with a k and other contributors for any ideas - hope we can spur a good discussion - HoyaSaxa Current Equity Holdings - excludes spinoffs and carve outs with neglible positions - of 1 year or more (DPTR less than that I believe) 811371AK9 SEA CONTAINERS 10.75%06FIN DEFAULTDUE 10/15/06EFF 10/15/06 BRK/B BERKSHIRE HATHAWAY CL B CBD CIA BRASILEIRA DIST ADRFSPONSORED ADR 1 ADR REP 1000 PREF SHS CETV CENT EURO MEDIA ENT NEWFCLASS A CHK CHESAPEAKE ENERGY CORP CMCSA COMCAST CORP NEW CL A CNP CENTERPOINT ENERGY INC DIS DISNEY WALT CO DPTR DELTA PETROLEUM CORP COLORADO ERTS ELECTRONIC ARTS INC GYI GETTY IMAGES INC HAS HASBRO INC JOF JAPAN SMALLER CAP FUND MRK MERCK & CO INC OAKIX OAKMARK INTL FD CLASS I SSL SASOL LIMITED SPON ADR FSPONSORED ADR 1 ADR REP 1 ORD STO STATOIL ASA ADR F SUNW SUN MICROSYSTEMS INC XOM EXXON MOBIL CORPORATION

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