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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (31503)	7/16/2008 1:46:00 AM
From: Paul Senior	Read Replies (2) of 78531

Not so sure about CGM having value buys. A few maybe on some measures I use. More could be buys based on "themes"; not as value plays. Here's my opinion on CGM top 25 as we know them today: US Steel, Nucor. I've no opinion. American Mobile ([t]AMX[/t]). I have a few shares. Last added 7/9/08 @ 51.08 Arcelor Mittal. No opinion Washington Mutual. Sold awhile back. No opinion now Brazilian Petroleum Corporation or PBR. I have a full position. A hold for me. I'd not recommend it as a "value" buy for others. Freeport-McMoRan Copper & Gold ([t]FCX[/t]). 5/29/08 @$113.77 my latest add. I have only a few shares in total. Mosaic and Potash: I missed the fertilizer boom, and do not follow these stocks now. Southern Copper [t]PCU[/t]. I hold shares from 2005. No interest in adding now. Schlumberger [t]SLB[/t]. I hold a few shares bought from $98 to $77. Monsanto, Alcoa. No opinion. CGM has three Brazilian Banks - Itau, Bradesco, Unibanco. I chose only one for a play on Brazilian oil development prosperity. I can't remember why I chose [t]BBD[/t] over the others, but I have a moderate position. Last buy 3/08 @ $19.33. I'll add more if it drops on no adverse news. Devon: After no adds since 2005, I've upped my holdings this month to a full position. Most purchases 118-122. Latest and lowest price $107.08 7/8/08. In addition to the '09 forward p/e a little under 8x (Yahoo consenus est.), I like DVN for the Montney and Haynesville shale exposure. Weatherford. No opinion. Companhia Siderurgica Nacional SID. I missed this one. I like Brazilian related steel stocks for the buildout of PBR oil business and for Brazilian infrastructure. I'll have to look at this one again. Gerdau [t]GGB[/t] Added a little to my exploratory position 7/10/08 @$20.88. Again, Brazilian steel stock play. Vimpel. No opinion. Stock's come down. Might be worth a closer look now. Tuckcell. [t]TKC[/t] I have a small exploratory position bought at $19.38 (ouch) on 5/15/08. A prominent Turkish stock, and an okay play on growth of cell phone usage. Turkish stock market has killed many...small position and I'll be cautious on adding. Apache. A hold for me. (Position established in '06). I'd not add. No opinion on Mechel or Alum. Co. of China.

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