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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (29565)	1/4/2008 12:32:05 AM
From: Spekulatius	Read Replies (3) of 78462

Todays buys: GEHL15.6$ , TYC 38.41$, AXP 50.22$ AXP has been discussed in the Buffettology thread. the current market funk is an opportunity to purchase a real franchise at a very reasonable valuation (14x earnings). i also own DFS in this space, as discussed in the spinoff thread. GEHL cheap infrastructure play. TYC. Bought on the dip today. One of the few industrial on sale today. Relatively cheap at 15x earnings. 50% non-US revenue. I have done well buying TEL and COV on dips (and selling on spikes) and now it's TYC's turn. Japan on sale today - the Nikkei is down 4%. Tomorrow i may scoop up my first batch of SSUMY. I am almost fully invested now.

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