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Strategies & Market Trends : Value Investing

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From: Paul Senior	3/13/2014 2:34:29 PM
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Oooh, brutal day for some stocks. Well, some of the ones I own anyway. Meanwhile, I make these adds: A tad more SDRL, KMI, LNCO, AIG (negative AIG article in Barron's yesterday). AIG will get its share of insurance business and should do okay over next few years. I'll count on LNCO holding its dividend. SDRL is expected to do better in or after 2015: I'll try to hold on- nice dividend helps. Also adding a few shares to my small position in homebuilder MDC. finance.yahoo.com Satisfied with the positions I hold in various airline stocks, all of which I believe I've mentioned here previously, I've begun buying Avianca Holdings (AVH) which seems relatively undervalued (p/e; p/stated bv) compared to the others in my basket. finance.yahoo.com

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