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

To: Paul Senior who wrote (20826)	3/10/2005 9:51:27 AM
From: Spekulatius	Respond to of 78602

Share buyback - Good news from BMW, I hold a full long term position in the preferred non voting shares. i suspect that the dividend (to be paid in late spring) will increase also: marketwatch.com

To: Paul Senior who wrote (20826)	3/15/2005 10:56:14 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78602

re AVZ, AMAT, FII - Sold 1/2 of my AVZ with has reached fair value and diversified into FII in the fund management space. I like the business and the free cash flow characteristics of this business. Bought back s starter position in AMAT and might add more on weakness. I am betting that semiconductor capex may recover after the recent speedbump and bellweather AMAT might profit. Valuation is reasonable within a historical perspective although i do not like their stock option grants.