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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (34572)5/23/2009 1:30:22 AM
From: Tapcon  Read Replies (1) of 78705
 
Thanks for your thorough response, EKS! It sounds like a sensible game plan to look for "hybrid" utilities.

I'll take a look at OGE, which you also mentioned in an earlier post. I was in and out of BKH for a quick trade. There was a negative article I came across about BKH that scared me out of it -- but can't remember the where or why.

PBR was one I should have held.

Really like the commodity and resources theme these days. Heard Tim Seymour speak in Chicago last weekend. He was also touting commodities-- as well as China, Brazil, Australia and something that was certainly not on my radar: the Turkey ETF, TUR. He also liked gold and fertilizers.
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