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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (32148)	9/25/2008 2:24:58 PM
From: Paul Senior	Read Replies (2) of 78464

Some recent adds for to positions that have fallen in price: LEA. I like its p/sales. May be an indirect beneficiary of government's largess to F/GM. BBD. It will (I hope) benefit from Brazilian economic progress. PCP. Boeing will eventually build those planes. Company mgmt has delivered increasing roe and operating margins in past few years. Another aspect is company's role as part supplier to oil/gas industry. CHL. Dominant mobile telecom in China. I'm willing to buy more here at p/e 12-14. Sorry though that I was unwilling to sell when stock was closer to $90 than today's $52.

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