Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (30056)	2/16/2008 1:21:24 AM
From: Spekulatius	Read Replies (2) of 78659

Paul, welcome back. i hope you had a good time in England. Any investment opportunities spotted there, the British stock market seems pretty depressed, right now. I have been a large buyer in Rolls-Ryce after the latest downpour. overall, I have been doing more selling than buying. LMC is gone due to those absurd accounting antics and the implicit earnings warning (or should I say loss preannouncement). I clipped back my holding in NG/OIL service companies (GW, BJS, OIS) which have performed quite well. i am still holding some BHI and CPX in this field. I am avoiding US and English bank right now but still hold my thrift conversions HTWC and DNBK. i see a lot more pain and writoffs in this sector to come. I have actually trouble to deploy my capital at this point. Most of the industrials don't seem to get much cheaper here.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next