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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (38427)	7/2/2010 7:14:27 PM
From: Paul Senior	Read Replies (1) of 78480

Asset managers. My two reasons for buying LM continue to be its enterprise value to assets under management, and the heavy buying by outside activist investor. (Plus Wallace Rivers is buying it, =g=.) FII at current $20 price, I don't know. Sorry though I didn't take my own opinion for shorting it few months back at $26+ (FII too tied to money market funds at the time, imo). You were right about BLK; that one's dropped quite a bit since you suggested sell or avoid. I'm not following STT now. I have an order in for more BK though. ------ I'll continue to hold NE...at least for a while longer. FLT looks like a buy. I've got several of these construction companies already though, so I'm somewhat reluctant to add another. Even given that each company seems to be somewhat of a specialist or well-known for specific areas (gas gathering/processing or infrastructure like civil construction or nuclear construction or electric/coal construction).

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