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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (28302)	10/1/2007 4:53:33 PM
From: - with a K	Read Replies (4) of 78625

I've been too busy with work to spend a lot of time on my portfolio, and I was also a little surprised at my large cash position. I recall thinking I was pretty damn smart right about the time the Dow hit it's previous record and I was up so much. Without looking it up, I'd guess that was August 12. :>) So to protect my gains I started selling. Today I put some of that cash to work and am now at 49.5% cash. Still looking for new ideas. Bought CLL and BDN based on posts here and the charts. Added to ARO after updating my FV calculation with what I believe are conservative estimates: Company: ARO Date: 10/1/2007 Next year's expected earnings: $1.80 EPS growth rate used for estimate: 8% Multiple Graham used for estimate: 8.5 Graham Fair Value: $31.05 Current Price: $19.61 $ difference: $11.44 Percent Growth to Fair Value: 58.32% Started a position in DDS, Dillards. Much not to like about this pig (management, possible recession and lower consumer confidence, slow growth, better execution in other retailers, etc.) but I think that is all priced in. So I plugged my nose and took the leap. Six year weekly chart gives me some confidence at this support line: My buys in the last 3 weeks: finance.yahoo.com

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