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

To: Paul Senior who wrote (20326)	12/23/2004 3:06:31 PM
From: fmikehugo	Respond to of 78526

FRO... Yes. I've been circling tankers for a while, and all of the factors seemed aligned today. Opened starting positions ($5K) in FRO and SFL. As a value/income investor have alerts set for: AEE 46 GXP 29.25 Pick in MF II USU 9.5 PCU 43 RIO 24 NAT 36 VLCCF 32 Patience... patience... patience.

To: Paul Senior who wrote (20326)	12/23/2004 11:08:36 PM
From: Madharry	Respond to of 78526

Motley Fool likes CRYP happy holiday! finance.messages.yahoo.com That is part I. Parts II, III, and IV follow.

To: Paul Senior who wrote (20326)	2/20/2005 5:02:18 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78526

I'm one who continues to add to positions in oil stocks. Among the stocks I've bought in the past week are PBR and REP. These stocks were mentioned Fri. night in BusinessWeek's Barker Portfolio column as potential values. (Not that I believe Mr. Barker has any expertise in discerning value among oil stocks. Nor do I have such expertise either, for that matter.) businessweek.com Also in the most recent Forbes, there's a write up about Wendell Perkins' (Johnson Family International Value) foreign stock picks. According to Forbes, Mr. Perkins still sees value in PBR (and CX, a stock several of us here own or have owned). Of PBR, Forbes says, "...the inherent risk in the Brazilian market is one reason that its shares sell for just 6 times estimated 2005 earnings, compared with ExxonMobil at 15." Also, quoting Mr. Perkins, "At some point we'll make the decision (for Latin America), much like we have in our Chinese holdings, that we've seen the bulk of the return and it's time to go elsewhere." Anyway, fwiw.