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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (38467)	7/9/2010 12:01:18 PM
From: gcrispin	Read Replies (1) of 78704

"I think it pays to be on the defense in this environment. It's still not absolutely clear to me that a double dip can be avoided." I agree. I've started to buy utilities or stocks with dividends. FWIW, I usually run a concentrated portfolio, so here is my breakdown. Large Cap: EXC NGG VOD Sector Play: ES PESI China: CEU GFRE Biotech: ISIS If there is a somewhat unifying theme to my portfolio, it's that I like companies with a defensible moat either through licences, patents, or sheer size. Except for ISIS, which isn't a value play, most are selling for reasonable PEs. finance.yahoo.com

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