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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (33309)	1/21/2009 1:33:30 PM
From: Spekulatius	Read Replies (1) of 78683

USB - ouch. Added some more at 13$. I did get rid of PGX @10.78$ and BK @23.2$ :-( The USB trade before earnings was not smart. BK was good - I traded AH with the information from the last quarter available to me. FWIW there are no major bombs in USB report (IMO) other than high credit losses and an overall crappy environment for banks. Balance sheet looks OK. I think it's lower risk than WFC since they did a major acquisition with WB.I wonder if the old man (WEB) is buying. Added a little RDS-A. Nice dividend while you wait for crude to go up again.

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