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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (32149)	9/25/2008 3:58:42 PM
From: Spekulatius	Read Replies (2) of 78464

Re CSCO(S 23.79$) , OKE (36.52$) PCP (82.32$) PCP - i bought a starter in PCP as well today so Paul does not have to bicker about the stock all by himself <g>. Sold CSCO which has done OK to free some funds. I am somewhat concerned about this sector especially the Capex of financials and telcom companies. (which are significant buyers of CSCO stuff). Some weaker player already have problems. OKE is a fairly safe (IMO) infrastructure play - mostly gas midstream and transmission. 4.2% yield helps. No energy trading as far as I can tell. Debt a bit higher than I like because of lookthrough accounting for OKS (they own 48% and the GP). UTX suspiciously weak. They might be vulnerable to slowdown ?(elevator division). Don't own it though.

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