SUPERVALU INC (NYSE: SVU) nudged into my top ten holdings based on it's recent move higher. PBR and GLW got pushed back to #11 and #10. I am still heavy weighted with oil companies (CVX, ERF, COP, XOM) as they represent 53% of the value in my top ten core holdings. 35% of my top ten are represented by basic material resource and mining companies and 6% each in Technology (GLW) and Retail (SVU).
Supervalu Inc. reports earnings for its fiscal fourth quarter on Thursday 4/23. The 50 DMA has been coming down and is now around $15.40. OBV has been moving higher since it reached it's low on the sell off on 3/2/2009. Analysts surveyed by Thomson Reuters expect the company to earn 79 cents per share on revenue of $10.86 billion for the quarter.
I am looking at consolidating some of my other fifty positions to up my % holdings in the Technology Sector. I currently have positions in MSFT, INTC, NOK, HPQ, JAVA, VRGY, MOT, and GLW.
finance.yahoo.com
Are there any in this group you find as extreme value opportunities? I am tempted to add to MSFT. I am also looking at ORCL, AMAT, IBM and A.
finance.yahoo.com
Any suggestions from the value crowd?
EKS |
