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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (32739)	11/12/2008 11:07:43 AM
From: E_K_S	Read Replies (1) of 78659

Started a small position in OSK and added a few shares to HRP. At current prices, I expect dividends to be cut to service debt. Both companies have significantly underperformed the S&P 500. If they can be survivors the risk/reward at current prices seems attractive. Paul describes these opportunities as "lottery ticket" investments. finance.yahoo.com^gspc;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=on;source=undefined I am watching CAT as this company will be a survivor. This is one you want to own prior to any Global recovery. Stock yields 5% at $33.5 which is 7% from its current price. The stock has traded below $20 six times since 1996 and the most resent visit was in 2002. My one big concern is that CAT's total debt is much higher than it has ever been in the past and the relative debt/equity, debt/outstanding shares and other liquidity ratios are higher than I would like to see. finance.yahoo.com CAT becomes a buy somewhere in the $20's and if that occurs the whole market will be quite sour. I will hold my nose and and nibble at a few shares if that happens. EKS

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