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

To: Paul Senior who wrote (20740)	2/25/2005 11:15:23 AM
From: Bart Hoenes	Respond to of 78752

I like the looks of CPE too, but have not purchased yet. A segment from forbes web site (sorry I no longer have the link to the story, but I'm sure it can be found if you search for it on forbes site). BTW: Tanker stocks (FRO, etc.) doing well. ________ Guru Picks Guru's Still Drilling For Black Gold Matt Rand; data provided by Marketocracy, 02.22.05, 6:55 PM ET NEW YORK - With oil up over $50 per barrel again, gurus are stocking up on the companies that produce it. One of their biggest buys was Natchez, Miss.-based oil-and-gas producer and property-owner Callon Petroleum. The top 100 investors at Marketocracy added a full 515% to their holdings of Callon, which has properties mostly in the waters of the Gulf of Mexico, and is trading at 7.5 times expected 2005 earnings. But analysts' profit estimates vary widely. Based on high and low estimates, the forward price-to-earnings ratio ranges between 5.2 and 11.8. The average of the estimates puts the stock's price-to-earnings growth ratio at just 0.35, based on expected annual growth of 32.5% over the next five years. Callon closed recently at $15.58.

To: Paul Senior who wrote (20740)	2/25/2005 1:50:26 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78752

Does anyone have any thoughts, evaluations, pointers or information about a couple of value fund managers? First one is NFJ Investment group (Chris Najork, Ben Fischer, John Johnson and co): pimcofunds.com Second one is James P. Barrow of the Vanguard Windsor II fund. Somehow I don't remember hearing about any of these people before, so I wonder if I am drawing a mental blank. Are they good and well-known value investors or should I stay clear of them? Any info would be welcome. My company is switching 401(k) providers and these are funds that I can get soon. Thanks a lot Jurgis

To: Paul Senior who wrote (20740)	2/25/2005 5:58:13 PM
From: Grommit	Respond to of 78752

I think the oil sector is in for continued high oil prices. I am just unsure of how long the reserves hold out. I added more BHP and started RTP last week. The was an article in the WSJ last week about how the analyst estimates for the two were increasing significantly. That story hit the news today, evidently. For oil, I added to CNQ. Oil sands project starts pumping in 2008. ............... In addition, J.P. Morgan analysts revised higher their 2006 earnings for Rio Tinto by 17 percent and for BHP Billiton by 13 percent. The revisions reflect higher prices for iron ore now projected by J.P. Morgan. The analysts also raised estimates for net present value by 11 percent for Rio Tinto and by 5 percent for BHP Billiton.

To: Paul Senior who wrote (20740)	2/26/2005 12:32:05 PM
From: Stewart Whitman	Read Replies (2) \| Respond to of 78752

Paul, with regard to your 3 recommendations on this thread being a good indication of a winning I did a survey of a bunch of value-ish funds to find overlapping stocks in their top 25 holdings (per Morningstar). Funds included where: BFLVX, BFSVX, BRMCX, BRWIX, DODGX, FBRSX, FEVAX, FPPTX, GABBX, GABEX, JAVLX, KDFAX, KDHAX, KSCVX, LLPFX, LLSCX, LMVTX, MFOCX, MSVFX, NBFVX, OAKLX, SEQUX, SLASX, TASCX, TAVFX, TEMTX, TORYX, TWEBX, UMESX, WEMMX, WVALX The scores are piotroski scores (more or less). I didn't adjust the fund count for stocks held in 2 different funds at the same complex (e.g. GABBX & GABEX), nor did I do anything for stocks with 2 different classes (e.g. BRK.A & BRK.B). The consensus on JPM is surprising - held in so many funds, but not really talked about. 8 Funds Jpmorgan Chase (JPM) 5 Points (2 Misses) - DODGX GABBX GABEX KDFAX LMVTX MSVFX SLASX TORYX 6 Funds Tyco International (TYC) 7.5 Points - BRWIX FEVAX KDHAX LMVTX MSVFX SLASX Time Warner (TWX) 4.5 Points - BFLVX DODGX GABBX LMVTX MSVFX OAKLX Washington Mutual (WM) 4 Points (2 Misses) - KDFAX KDHAX LMVTX MSVFX OAKLX WVALX Citigroup (C) 1.5 Points (2 Misses) - BFLVX GABBX KDFAX LMVTX MFOCX SLASX 5 Funds ConocoPhillips (COP) 7.5 Points - BFLVX GABBX GABEX KDHAX SLASX Walt Disney (DIS) 7 Points - GABBX GABEX LLPFX MSVFX TORYX Berkshire Hathaway B (BRK.B) 6 Points (2 Misses) - BFLVX MSVFX SEQUX TEMTX WVALX American International Group (AIG) 5 Points (2 Misses) - BFLVX KDFAX KDHAX SLASX TWEBX Bank of America (BAC) 5 Points (2 Misses) - GABBX GABEX JAVLX KDFAX KDHAX Pfizer (PFE) 4 Points - GABEX KDHAX MFOCX TWEBX WVALX Comcast (CMCSK) 3 Points (2 Misses) - LLPFX MSVFX SLASX TWEBX WVALX 4 Funds ChevronTexaco (CVX) 8.5 Points - BFLVX DODGX GABEX KDHAX St. Joe (JOE) 6 Points (1 Misses) - KSCVX TASCX TAVFX UMESX Fannie Mae (FNM) 6 Points (2 Misses) - KDFAX KDHAX LMVTX WVALX Eastman Kodak (EK) 5.5 Points - BFLVX LMVTX MSVFX TORYX Wells Fargo (WFC) 5 Points (2 Misses) - JAVLX KDFAX SLASX TWEBX Waste Management (WMI) 4 Points - FEVAX LLPFX LMVTX MSVFX American Express (AXP) 3 Points (2 Misses) - GABEX KDFAX SLASX TWEBX Freddie Mac (FRE) 2.5 Points (2 Misses) - KDFAX KDHAX TWEBX WVALX Goldman Sachs Group (GS) 2.5 Points (2 Misses) - BFLVX JAVLX MFOCX TORYX Countrywide Financial (CFC) 2 Points (2 Misses) - GABBX JAVLX MFOCX WVALX 3 Funds Deltic Timber (DEL) 9 Points - FEVAX LLSCX TASCX Burlington Resources (BR) 8 Points - FEVAX GABEX OAKLX McDonald's (MCD) 8 Points - BRWIX DODGX FEVAX Yum Brands (YUM) 7.5 Points - LLPFX MSVFX OAKLX Honeywell International (HON) 7 Points - GABBX GABEX TORYX Phelps Dodge (PD) 7 Points - BFLVX BRWIX UMESX Pioneer Natural Resources (PXD) 7 Points - GABBX LLPFX UMESX Telephone and Data Systems (TDS) 7 Points - LLPFX MSVFX WVALX First Data (FDC) 7 Points (1 Misses) - MSVFX OAKLX TORYX Altria Group (MO) 6.5 Points - KDHAX SLASX TEMTX General Electric (GE) 6.5 Points - GABEX MFOCX TORYX Brascan (BNN) 6.5 Points (1 Misses) - TASCX TAVFX TEMTX Electronic Arts (ERTS) 6 Points - JAVLX LMVTX MFOCX Home Depot (HD) 6 Points - KDHAX LMVTX MSVFX Costco Wholesale (COST) 5.5 Points - FEVAX SEQUX SLASX Nabors Industries (NBR) 5.5 Points - BRWIX TAVFX UMESX The Directv Group (DTV) 5.5 Points - LLPFX LMVTX TORYX IAC/InterActiveCorp (IACI) 5 Points - LMVTX MSVFX WVALX eBay (EBAY) 5 Points - JAVLX LMVTX MFOCX Amazon.com (AMZN) 5 Points (1 Misses) - JAVLX LMVTX MSVFX UnitedHealth Group (UNH) 5 Points (1 Misses) - JAVLX LMVTX MFOCX Capital One Financial (COF) 5 Points (2 Misses) - DODGX LMVTX MSVFX Cardinal Health (CAH) 4 Points - DODGX TORYX WVALX Liberty Media (L) 4 Points - FEVAX TEMTX WVALX Level 3 Communications (LVLT) 4 Points (1 Misses) - LLPFX LLSCX MSVFX Qwest Communications International (Q) 4 Points (2 Misses) - FPPTX LMVTX WVALX Sovereign Bancorp (SOV) 4 Points (2 Misses) - KDFAX KDHAX TEMTX Forest City Enterprises A (FCE.A) 3.5 Points (2 Misses) - TASCX TAVFX WVALX Electronic Data Systems (EDS) 3 Points - DODGX KDHAX TWEBX PNC Financial Services Group (PNC) 3 Points (2 Misses) - KDFAX KDHAX TWEBX