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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (36985)3/16/2010 9:30:18 PM
From: Dr. Ipsofacto  Read Replies (2) of 78486
 
Paul, I'm just going to have to be patient with HUM. I still like it's valuations.

I really like your RJET pick. Can you be any more specific on your valuation criteria? Especially your use of the 'tangible book value'.

I've started a purely speculative, non-value related position in SIRI. I like this stock for a few of reasons.
1. It's a monopoly.
2. It just posted first profit since it's merger with XM.
3. It's making strong efforts to manage debt.
4. The financial media absolutely hates it.

It was just added to the Nasdaq Q-50 so there will probably be a squeeze this friday as the few funds that mirror the Q50 will have to add by then. Again, pure speculation.
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