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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (13425)	12/11/2001 10:38:00 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78476

Tomorrow may be a good day to add to pharma stocks. MRK below 60$ looks very attractive to me. I'd also like to add to NVS again at 33$. After the Enron fallout, utilities may be an interesting investment. A few have been mentioned on this thread (PPL,REI) and I also consider DYN and EPG candidates. I have done some research and I am surprised how byzantine the balance sheet of utilities have become. Many have negative cash flow and significant debt - my best guess is that energy wholesales with high debt loads may have problems (see CALP) when electricity prices are falling. So, i may just decide to buy an ETF like IDU and try to time the market. Opinions are very welcome!

To: Paul Senior who wrote (13425)	9/5/2002 10:31:23 AM
From: Paul Senior	Respond to of 78476

I'll add a little here to my position in Park Place Entertainment. biz.yahoo.com

To: Paul Senior who wrote (13425)	10/8/2002 4:54:12 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78476

I still like gaming companies. Today I added to my position in PPE. Vegas sidewalks on the strip are crowded, dontchaknow. Although PPE is the largest casino operator, the better sector investments in the past year would have been elsewhere, e.g. slot mfger. IGT, casino MGG, or slot game developer MGAM. I buy PPE on its price/book given its "unique" Las Vegas properties and its geographical diversification. In the current stock market, PPE is likely not a stock for conservative value investors though. PPE profit margins are poor, and debt is high (d/e).