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

To: Brendan W who wrote (19436)	7/16/2004 7:26:18 PM
From: Paul Senior	Respond to of 78618

Brendan Watt: I'll keep adding to STT if it falls further on no adverse news. I'm holding my small HRB position. Not sure I want to add more until I see how their mortgage business is doing vs. the tax business. Current p/e seems quite reasonable though for this dominant company. I still like Spekulatius's pick here of Nestle & Buffett's pick of CSG. I'm holding on to my few shares for now. I'm holding on to my other food processors too - I tell myself they add balance to my portfolio. Maybe what I should want though is less "balance" and more "profits" -g-. Anyway, still have SLE, CAG, DLM, FDP, and others. (I added to ADM recently.) finance.yahoo.com

To: Brendan W who wrote (19436)	7/19/2004 10:22:36 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78618

Decided I would cut back on food processor and consumer conglomerate, SLE. Also, fwiw, sold remaining shares of VCI. I've upped my oil stock position this morning: Added to my few shares of COP, started very small buys of NXY and CRK. finance.yahoo.com

To: Brendan W who wrote (19436)	7/23/2004 12:53:28 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78618

STT hitting new 12 month low. I'll add a few more shares. I see some brokerage earnings estimates at about $3-$3.10 for next year. At today's price that'd put the p/e about 14+, which is at STT's lower historical range. On the one hand, the company is getting stronger (imo) - its business and profits are growing. OTOH, each year for the past five, there's been a chance to get the stock under $40. (It's about $42.56 now.) So maybe this year too, we'll see the stock below $40. Jeez, in this market that could be in a day or so! finance.yahoo.com