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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (32454)	10/17/2008 4:26:53 PM
From: E_K_S	Read Replies (2) of 78748

Hi Paul - Added some SVU today. Should be a good defensive stock if we have a mult-quarter recession. Stock is cheap at 6 PE with a 4.3% dividend. The company does carry quite a bit of debt from their acquisition of ABS last year but they continue to generate good cash flow from operations. Of the three major supermarkets, SVU seems to provide the best value. My last sale was on 12/21/07 at $37.80. Seems like $16.50 is a good price to begin to accumulate shares. finance.yahoo.com I put some money into TESCO early last year which has held up better than SVU (only down 22% vs 57% for SVU). I should have bought some WMT. finance.yahoo.com ---------------------------------------------------------------------- Sold 30% of my shares of COMCAST CP A (NasdaqGS: CMCSA) since I expect many customers to terminate their cable subscriptions (cable is a discretionary consumable). This will impact their cash flow which they rely on to service their huge debt. The company is trying to raise their rates but I doubt it will generate enough marginal revenue to offset the loss in subscribers. EKS

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