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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (45646)	11/23/2011 6:15:17 PM
From: Spekulatius	Read Replies (1) of 78525

I am adding to MET again at 27.8$ and 28$ in both my taxable account. I also bought back some MAN3.DE (truck manufacturer) last night. Right now I am roughly 50% invested. As for MAN, I liked what i saw in the last quarterly report for the 9/30/11 quarter - they are on track to make about 6 Euro/share and they have a significantly growing business in Brazil. Furthermore, i expect Volkswagen which owns a bunch after a tender offer at much higher prices) will be buying more shares. However one needs to consider that the German takeover law which allows Squeeze-outs mergers (look it up in google) is not as shareholder friendly as in the US, so YMMV. I think we will get some Black Friday (should probably be Red Friday <g>) buys in the stock market and I somehow doubt that what we have seen so far was it.

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