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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (28353)	10/2/2007 10:15:00 AM
From: Spekulatius	Read Replies (1) of 78751

UNH, WLP, KFY - switched some of my position in UNH into WLP for aforementioned reasons. WLP incidentally affirmed earnings for Y2007 today. I took an exploratory (in Paul's terms ) position in KFY. this is a stock I picked from a Magic formula screen. KFY is the large headhunter agency. Obviously a cyclical business but ROA can be pretty good (as the magic formula attests).

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