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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (34543)	5/27/2009 10:28:21 PM
From: Spekulatius	Read Replies (2) of 78703

D 30.38$, AGL 28.2$ My portfolio looks like that of an old geezer: Mostly consumer staples (overweight NSRGY and UL etc.) and now lot's of utility stocks. Today I added D and thread favorite AGL. Yesterday i let go of my SWX after the 5% rise. I don't own any industrial stock financial or tech stock right now - I don' want to overpay for the green shoots. My concern is that those green shoots may just turn out to be the tip of a nuke rocket buried into the ground. D is a nice outfit (imo) with regulated power, wholesale, NG infrastructure. I like the fact that they sold their E&P at peak prices in Y2007 so they seem to know about capital allocation. S&P has 5 stars on them but of course that isn't worth much. Quite a bit of volatility even in this very calm market (compared to late 2008) in the most boring segments.

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