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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (30086)	2/17/2008 1:25:54 PM
From: richardred	Read Replies (1) of 78751

Like you Paul, I've owned both in the past. I do own GFF, POL, and ICOC, now. SHLM and SEH still on the watch list. I believe your a dead on, on the exposure to oil prices. I have been wrong on that also, but what I do believe in this regard to oil exposed cost structured industries. They will all be stronger this time around in a recovery. Just in time inventories, industry consolidation, will help them maintain and possibly expand profit margins when demand picks up. I must also mention. I have no exposure to oil stocks currently. I've never owned a pure play airline stock (EVER)(air freight forwarders yes). In all my investing years. The only financial industry exposure I've had are a few regional bank stocks, and one financial stock named McDonald that was acquired by Key bank. Although diversified, I am weighted and at the mercy of stocks exposed to economically exposed downturns. That must be why I like value stocks and why value investing take patience. <G>

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