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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (30618)	8/2/2008 12:01:25 PM
From: Spekulatius	Read Replies (1) of 78751

TEL, NYX, WF, KGS - TEL - i bought back a starter in TEL. Recent earnings were good but outlook somewhat less so. Nevertheless this TYC spinoff is a good restructuring story.. I think management is strong, cash flow looks strong and the buybacks make sense. NYX got squished - i sold 1/2 my position when it ran up over 50$ and think about buying back. WF - this is a cheap financial without the problems hampering US banks. Improved credit ratings and a good earnings report enticed me to buy back a small starter position. MLP's are doing good. i sold my KGS on recent runup, grabbed a distribution and made a mint. This one will have an secondary as well in 1-2 quarters which may be a great opportunity to get back in. I hold ETE, ETP, WES, WMZ and MGG and TLP in this sector.

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