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Strategies & Market Trends : 50% Gains Investing
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To: Dale Baker who wrote (62696)8/9/2008 9:47:36 AM
From: tom popeRead Replies (1) of 118717
 
In response to your post, my only buys in the past week or so have been -

WFC - among the strongest of the big banks
AMAT - may finally be breaking out of a long slumber, though technically still in a downtrend. A peripheral play on solar.
HNP - good numbers and dividend, but obviously very risky because of coal costs and gov't rate regulation.

Perhaps my worst idea of the recent past was deciding NOT to sell my Canroys. The dividends have not protected them from the energy downdraft, and over the longer term they simply haven't shared in the increase in the price of oil. PWE is at the same price as it was right after the Flaherty massacre.

I did an in and out with CSCO, but may reenter for a hold. May not be a value stock by your definition, but getting closer, and it is a gorilla.

EDIT - looking back, not taking advantage of CLL's brief rise was also a big error.
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