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

To: Paul Senior who wrote (3779)	5/23/2006 11:07:20 PM
From: Spekulatius	Read Replies (1) \| Respond to of 4691

Bought a starter position in MDT afterhours today at 49$. The company appears to operate well in a somewhat more difficult environment. PE is around 20 with a 15% projected growth rate and a miniscule 0.8% dividend yield is attractive for a blue chip with MDT track record, IMO.

To: Paul Senior who wrote (3779)	5/25/2006 12:37:41 AM
From: Shane M	Read Replies (1) \| Respond to of 4691

Paul, I like BBBY. I don't currently own it, but it's never left my watchlist. I have held it in the past - I sold what I had back in September 05. Some retailers are starting to look interesting again. Chicos FAS (CHS) is tempting again to me right now. Urban Outfitters URBN also (I have about a half position in URBN now, and almost bit on CHS but am waiting.) I opened a full position to Landstar LSTR this week and added to my existing Ceradyne CRDN. Also at the top of the list is Knight Transport KNX.