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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (32666)	11/5/2008 11:54:02 PM
From: Spekulatius	Read Replies (3) of 78688

KIM and MCK - my purchases today. KIM - bottomfishing after earnings report. Solid REIT with a good dividend yield MCK- pharma distribution. Similar idea than CAH - buying beat up stocks with solid balance sheet where business is unlikely to be affected by economy I also bought some of Jurgis ACTS yesterday. Trading below net cash and still profitable Chinese semi company. Still less than 50% invested at this point since I have been blowing out lot's of stocks during the recovery (most of it too early though ) - FMX, STT, ETP, PM, NWS, GR, BA etc. Will try to buy most of them back, pending market conditions.

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