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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (47842)5/15/2012 11:20:35 PM
From: Spekulatius  Read Replies (2) of 78470
 
Also adding some NEM at 44.05$ and a first batch of RIO at 47.23$. Continued weakness in resource related stocks while consumer goods (PEP which I own) are very strong.

This is very different than the last correction in August 2011, when everything went down. I am thinking to add some AVP because there certainly is value there:

1) Chance that Coty comes back
2) Chance there is another bidder
3) Recent management changes starting to gain traction.
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