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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (28628)	10/19/2007 4:28:38 PM
From: Jurgis Bekepuris	Read Replies (1) of 78741

SHOO: Good gain today for anyone who bought lower... Today I reevaluated a bit of my positions and possible buys: - Sold MTH and bought ITB with proceeds. I think that my evaluation of companies in this sector is not as good at the index. Still have SPF and MDC. - Sold BSX on jump up. IMO they are not out of the woods, the results are bad and the future is cloudy. I would like to hear if anyone has a different opinion about this company. The fundamental thesis that it trades below Guidant's acquisition value is still true, but the acquisition did not pan out and BSX core business is soft, so maybe that valuation is not so attractive. - Bought CHS position. Possibly too early, but it seems attractive. - Passed on buying BLDR. Too many chips in the housebuilding sector already. May buy it later. - Passed on buying TUES. I am not sure what differentiation it has from its competitors. Results declining for 2 years already, so it's probably not only the current downturn that is affecting the company. I am afraid that it may turn into PIR kind of situation although their balance sheet is clean for now. Again, any opinions appreciated. - Still passing on OSG as discussed before. - Hold HOG. Like the results, but the price is still not very low to buy a lot. - Thinking what to do with XEC. This is an underperforming mostly gas play. The company is cheap, but their results so far are not very exciting. Not sure if I should sell it and add to IGE index instead. Opinions welcome. BTW, I read some sell-side analyst reports in the oil-gas area and apparently the research is dominated by "no-such-thing-as-peak-oil-we-are-in-the-top-of-regular-cycle-oil-will-drop-to-$30-40-tomorrow" crowd. Interesting. ;)

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