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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (31159)	6/11/2008 4:31:41 PM
From: Paul Senior	Read Replies (2) of 78667

I'm adding today also to GE under $30. Bought more [t]KDE[/t]. Lots of cash equivalent stuff (er, sort of), no ltd (per Yahoo). Should be able to come through the bad times it's seeing now. "The Company’s financial position was negatively affected by conditions in the market for auction rate securities (ARS). During the first three months of 2008, the Company recorded a reduction in the Company’s equity of $9.2 million due to the decline in market value of its portfolio of ARS. At March 31, 2008, the Company continued to hold ARS with a market value of approximately $39.0 million." ------------------- I'm adding to my shares of several junior oil/gas e&p companies today. Also Buffett picks of UNH and SNY. Reducing positions in some of my other losing stocks: aircraft lessor GLS is one.

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