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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (54969)2/20/2015 11:39:01 PM
From: Spekulatius  Read Replies (1) of 78748
 
I have added a little AIG @51.9$ after the earnings release and some DISCA @29.5$ today. DISCA is more of a GAARP than a value stock. Othet than that I have been doing very little. I am completely out of E&P's for the time being. I think HTZ is sort of interesting although it's not clear to me that it's a value stock at this point.
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