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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (31748)	9/3/2008 4:17:25 PM
From: E_K_S	Read Replies (5) of 78627

Sold my entire lot of HD as it has run too far too fast. Lots of $27.5 Sept Puts traded today. It looks like some are betting big on a pull back for HD. I may reestablish a small position on a check back below $27. Bought back the INTC sold 31 days ago. I now have a much lower cost basis and I like the current prospects for global productivity improvement w/ PC and smart phones which all use INTC chips. Peeled off a few shares of VVUS my long term speculative bio tech. Bought original position around $2.30 in 2005. Not really a value play but they have avoided burning cash while developing new products. They have issued new stock from time to time to finance their operation. Time to take my seed money off the table. Some pretty good moves in my basket of REITs. Hopefully we have seen the bottom in this group. My favorites include BDN, FR and HRP (http://finance.yahoo.com/q?s=BDN,HRP,FR&d=s ). I would like to see a climax sell off in both the oil and commodity sectors so I can average some new long term money into new positions. When you hear about hedge funds throwing in the towel with forced liquidations is music to my ears. Do you have any favorites in this sector that have made your watch list? EKS

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