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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (33293)	1/14/2009 11:01:39 PM
From: E_K_S	of 78627

Hi Spekulatius - The Dupont story for me is their big expansion in China into Solar panel manufacturing. Here is my previous post from November and pictures of their new manufacturing facilities in China. This division should double their sales in 2 or 3 years to over $500 million. Pretty good for an R&D group with just over $10 million in sales in 2004. Message 24792715 The other bonus in Dupont is their Pioneer Hybrid seed division ( pioneer.com ). They are 2nd to Monsanto in worldwide hybrid seed sales. They continue to show good growth in their hybrid seed sales in Brazil. The Dupont Energy & Utility division ( www2.dupont.com ) may get some Obama infrastructure money specifically from their Power Generation & Distribution unit ( www2.dupont.com ) and from their Water & Sewage Treatment unit. Dupont is not just a chemical company but have other profit centers that IMO are being sold on the cheap. I was quite surprised by their many other business divisions they owned. DD is now one of my top five holdings and I plan to add more shares over time on any continued sell off. ========================================================= I am still quite cautious on this market, My strategy is to move new money in over time (next 3 quarters) with my focus on good dividend payers that have moderate to low debt. Keep your picks coming as I find many of your selections are good one. I especially liked ENBRIDGE ENERGY MGMT (NYSE: EEQ). We might get a buying window tomorrow for SPECTRA ENERGY (NYSE: SE). If it trades lower than $14, I might add a few more shares to my small starter position. EKS

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