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

To: Spekulatius who wrote (19213)5/16/2004 3:13:03 AM
From: Spekulatius  Read Replies (1) | Respond to of 78650
 
Anybody looks at the big C - Citibank? the expensive Worldcom settlement sure has put a lid on the stock lately. PE around 10 for a market leader with not too much exposure to the volatile mortgage business it worth a look, IMO. Disclosure: no position (yet).



To: Spekulatius who wrote (19213)5/20/2004 9:55:02 PM
From: Spekulatius  Read Replies (1) | Respond to of 78650
 
Portfolio update - bought some AMAT (again).
Probably only a trading position, semiconductor bellweather with nice numbers last quarter.


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