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

To: Spekulatius who wrote (23206)	1/24/2006 2:48:15 PM
From: Grommit	Respond to of 78626

CNC - I bought some CNC today. I owned it nicely in 2004, sold a bit early in 2004, and decided it was time to buy it back now. I think it is fairly priced, and it puts me in a industry that may be more stable than others. HW -- yep, that paragraph sounds like there may be more to it. energy trusts (to diversify my REIT & ACAS income holdings): I also bought ERF and PVX a week ago. Not sure why PVX dropped. I have owned PWI for a few momths. finance.yahoo.com they have good presentations on their home pages ERF has the highest reserves. PWI is nat gas. grommit

To: Spekulatius who wrote (23206)	2/3/2006 5:23:24 PM
From: blankmind	Read Replies (3) \| Respond to of 78626

I usually only pick stocks w/ super-low p/e’s & /or trading below book value - but I have to put in a plug for Google (GOOG) - closed today @ $381.55 - the market has totally over-reacted to the China site - lukewarm earnings - etc... etc.. it may go down from here - but given their amazing search engine & froogle shopping site - $6/eps - & ability to copy their model globally - i have to believe the stock can go up 50% from here over the next 12-18 months - good luck