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Strategies & Market Trends : Value Investing

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To: Shane M who wrote (42592)	5/11/2011 10:52:28 PM
From: Jurgis Bekepuris	Read Replies (4) of 78465

MSFT - I own a large position. Buy AAPL - too expensive, I wouldn't buy above $300 EBIX - we discussed already, no buy for me MED - too expensive MDF - I wouldn't touch Medicare stuff. DST - I own a small position, the stock is cheap, but IMHO their results suck DO - I own a small position, I am not that excited about deepwater drillers since last year. IMHO the buildout continues and we gonna hit overcapacity again in 2-3 years. LHCG - Medicare ditto CHL - I own a position and IMHO it's a buy. TEO - buy ARO - I have a position, probably a wait now USNA - I don't invest in MLMs Have you done in depth dd on TEO? I wonder what are the warts not counting peso devaluation and possible government intervention on how to run the business not for shareholders.

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