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Strategies & Market Trends : Value Investing

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To: jayt who wrote (35275)9/8/2010 6:28:53 PM
From: Area51  Read Replies (2) of 78670
 
Hi jayt,

I sold half of my TWI for a 47% gain in a year which is a nice rate of return. Thanks for sharing your thoughts. Any new ideas?

My recent adds (mostly small purchases) include CSGJ.ob, KLIC, GPRE, ETM, CMLS, GCI, UPL, RAS, MHR, SROE. The first six have an average PE of about 6 (balance sheets not always so good but interest payments are adequately covered by cash flow imo), and it seems to me that buying baskets of stocks like these will be rewarded longer term. SROE mostly a net asset play.

Best Regards,
A51
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