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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (46495)	2/7/2012 10:35:48 PM
From: Robohogs	Read Replies (1) of 79076

Ok, here goes. I have morphed my strategy a bit over the intervening years since coming up with PCP. I have been modestly long UAL and DAL but would probably be a seller here and wait for next crisis worries. Favorites today include LNC (wait for pullback), KFN (play on less than IG debt - would buy some in here but wait on more), GENT (biotech approval risk in Europe but drug on mkt - stock has run in recent days), ELN (have upside from possible AZ drug but support from its stock in ALKS and its Tysabri drug (which will fade over time), and XNPT (another distressed drug play). XCO though is probably current favorite on eventual bump back in up in NG - may take 2-3 years. Jon

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