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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (29654)1/11/2008 10:06:51 AM
From: Jurgis Bekepuris  Read Replies (1) of 78465
 
I have to look again at AXP, but I was concerned about unsustainably growing debt before. AXP is still a big Buffett holding, so I will be looking at it sharply with intention to possibly buy.

I still hold DFS, but it is not a core holding IMO. With DFS I am concerned of being also-ran in a very tough period for CC companies. I hope that they will do fine, but it all depends on how good their standards were.

I won't make any predictions on housing or overall economy. IMHO, it's impossible to know. :)
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