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

To: Paul Senior who wrote (19017)	4/1/2004 11:35:05 PM
From: Brendan W	Read Replies (2) \| Respond to of 78507

hi, paul... I added (Devon Energy) DVN this week. Still hold BP, COP, CVX, and VLO. Devon is one of the lower PE O&G stocks. It gets penalized for its history of acquisitiveness. I also put Suncor Energy (SU) on my watchlist. SU reserves are primarily Canadian oil sands. I sold Diamond Offshore in a non-taxable account for 38% gain in three months. The forward PE was still too high for me not to take the profit and move the proceeds into E&P companies. I keep adding to Microsoft (MSFT) and United Utilities (UU). I keep trimming the REITs. I topped off my State Street and Diageo positions with small purchases. Not much activity for three months but I'm only up 6% YTD and I don't like my buying opportunities. finance.yahoo.com

To: Paul Senior who wrote (19017)	10/4/2004 10:29:03 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78507

Upping my Russia exposure just a little. Adding a most tiny amount to a tiny amount of oil company TNT. Taking a most small exploratory position in cellular, MBT. Silly really. Stock at relatively high p/e, p/sales and new all-time stock price. Still, they are profitable - the forward p/e per Yahoo is okay (I am guessing) at 11x (if analysts could be correct in earnings estimates). They have about 16 million customers and seem to be the number two competitor (#1 being private apparently). finance.yahoo.com