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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (43849)	8/11/2011 1:30:16 AM
From: Spekulatius	Read Replies (1) of 78748

re STT, BK. I am still scratching my head what is going on with BK. I cannot find anything that justifies the stock price deterioration based on fundamentals. I considered it a very safe bank. It is right now close to it's 2009 lows, but with much better fundamentals (balance sheet, earnings etc.). Unfortunately it is one of my largest positions. I have a buy order in for some STT at lower prices (which I hope we are not going to see, but who knows). I remain my these that the trust banks STT and BK are invulnerable to credit issues baring a total collapse of the financial system. Today I added a bit of TOT which, is nothing else, is going to be a great dividend stock. I also added a bit of IR, which is an industrial cyclical with good operating leverage. I follow you into PSS with a tiny starter position. I was not aware that besides the well know show stores, they own a few brands that may have potential (Saucony etc.). They have also improved their balance sheet during the last 2 years, yet trade at lower prices than before, except during a short period in 2008/2009.

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