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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (32453)	10/16/2008 12:36:39 AM
From: Spekulatius	Read Replies (3) of 78732

CAH - I added some more today at 38$ and change. CAH's business is supposedly fairly immune to economic woes. In the past their problems were of their own making <g>. Also added some STT for 49.5$. The banks got a terrific deal from the Fed with the capital injections, IMO. STT is one of the best of the bunch with their business remaining intact. I may add to that one, i think it's quite possible that we have seen the bottom with banks. I also added IACI yesterday. The underlying cash covers 2/3 of the market cap. That should put a floor under the shares. ASK would be an incredible cheap way for MSFT to add market heft to their search business. is this possible? I don't know but it would make sense. I am going to take a stab at buying Nestle tonight at the Swiss Exchange with proceeds from the UHR.VX sale (luxury=dead IMO), I try to grab some at 52W lows. I am still more than 30% in cash after selling out and restructuring my portfolio after the surge, my buys a small at this point. it sort of pays of, my stocks are down 4% rather than 6-10% before on days like that.

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