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Strategies & Market Trends : Value Investing

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From: Paul Senior	6/25/2009 6:58:48 PM
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Diversified industrial manufacturers. Fwiw, I'm reducing/eliminating positions in several. Compared to previous years these may still be undervalued. Or maybe good gaarp possibilities. Otoh, I'm not sure I want to be holding so many with analysts' estimates giving forward p/e's now of 13+. In this environment, that p/e seems like a high level to me. Closed EMR, IR, BEZ. Reduced RBC, ETN, DOV. finance.yahoo.com Holding several others. Maybe may make a small add to UTX.

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