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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (45084)10/21/2011 1:54:38 PM
From: Paul Senior  Read Replies (1) of 78672
 
With Dow up 200 today, a little risky for me, imo, to step in for stocks now.

I'll try though with a few share buy of pawn shop EZPW. Hoping that its string of increasing stated bv will continue, that and that the decent roe will be sustained.

Also reentered Regal Beloit now with a few share buy. Price:stated bv at 1.3 is low for RBC. Stated bv has increased 9 of past 10 years. Relatively low psr.

Both companies have been profitable in each of the past ten years.

finance.yahoo.com

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Trimmed high-cost PBR shares and closed XOM. I am placing more money on small e&p companies and reducing positions on big integrated. Going for the more profit potential (stock price appreciation), although maybe the more risk and volatility. Otoh, integrateds could be risky too: Jim Chanos is short XOM, arguing for example that company can't replace its reserves adequately.

Trimmed overweight position in auto retailer, PAG,

finance.yahoo.com
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