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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (29924)	1/31/2008 3:06:57 PM
From: Jurgis Bekepuris	Read Replies (1) of 78476

I am still waffling whether to switch from AZN and GSK into JNJ. So far I am losing both relatively and absolutely by holding AZN and GSK. They do seem cheap though. :) Today I rejiggled some of my other positions: - Moved most of DFS into AXP. IMHO the numbers are comparable while AXP is clearly superior in terms of business and market position. DFS still has some advantage of being spun off, but not so much really. I bought DFS at $14 and it has outperformed AXP so far, but now I prefer AXP. - Moved some MDC and SPF into TOL. For all intents of purposes I only have MDC and TOL in homies now. Long term hold for both of these. I hope. ;)

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