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

To: Paul Senior who wrote (22822)	12/21/2005 9:09:35 PM
From: Broken_Clock	Read Replies (2) \| Respond to of 78744

That's ALJ -g- See, it doesn't get any respect ...even on the value thread. Today appeared to be a short term bottom. We'll see. My basis is 19.77 and i sold some jan calls @22.50 on the Cramer pump last week so i guess i can reduce my basis to 18.67.

To: Paul Senior who wrote (22822)	12/21/2005 10:01:49 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78744

Bought some UGP today. Brazilian company in the gas distribution (propane bottles) and chemistry business. Stock is near 52W lows due to sinking earnings.Still current PE is <10 and dividend yield 4.5%. Good balance sheet (net cash position) and strong FCF as far as I can tell. Earnings are currently depressed due to a double whammy of high energy prices and the high real exchange rate. I'll bet that margins recover and the stock as well. finance.yahoo.com