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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (32626)	1/14/2009 4:15:52 PM
From: E_K_S	Read Replies (1) of 78628

Added Anglo American plc (NasdaqCM:AAUK) and DU PONT E I DE NEM (NYSE:DD). AAUK BV at 8.36/share with $1.36/share cash. Stock closed at $9.40 (five year low!). Dividend now around 8% but will probably be reduced. Forward PE 2.99 P/B 1.25. AAUK is really a long term inflation hedge for the portfolio and should do well if there is huge inflation in 36 months. ( finviz.com ). DD selling at 1.8 x BV with $2.38/cash. Dividend at 6.5%. Debt level is ok with LT Debt/Equity 0.58. ( finviz.com ) Started to deploy new cash previously sitting in Treasury Money Market. Cash level still around 25%. Portfolio yield now at 8% with several preferred REIT shares added last month. EKS

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