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Strategies & Market Trends : Value Investing

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To: Brendan W who wrote (29487)	12/29/2007 6:43:38 PM
From: Brendan W	Read Replies (1) of 78523

Still hold large positions in Microsoft, Google, Ebay, Digital River, YUM restaurants, Principal Financial, and Wal-mart. I'm not saying they are value stocks, but I don't think they are expensive either. finance.yahoo.com In oil and gas, I still hold a large position in Patterson UTI (a contract driller) at a small loss. I have almost completely exited the Canroys (Peyto, HTE, others) and Canadian Oil Sands (Connacher) having small appreciation with meaningful dividends. The recent talk of the Canadians altering the royalties on the back of changing the tax treatment of the canroys was enough for me. I'll post my new positions this week.

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