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

To: Paul Senior who wrote (24899)	9/27/2006 6:43:08 PM
From: Grommit	Read Replies (2) \| Respond to of 78753

YRCW. I still own them (shares bought in 2001), but I trimmed my postiion back this week. I really needed the money for screaming energy deals. Also sold all ANF, some GEHL and some BDK. bought HTE at 25.38 PTEN at 23 SU at 67.32 COS at US$26.5 etc. Someone was very generous or scared to sell them to me. When energy regains sanity, I will rediversify. finance.yahoo.com grommit

To: Paul Senior who wrote (24899)	1/13/2007 5:16:22 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78753

Favorable article in today's Barron's on YRC Worldwide: With stock at $39.64 they say: "Back up the truck: The depressed shares could climb above 60. Cash flow is rolling along, and earnings for '07 could come in well above the Street's expectations." About those pension liabilities previously mentioned here, they say: "One frequently cited problem: underfunded pension liabilities. The company has $2.5 billion to $3.5 billion in potential liability, related just to the Teamsters' Central States Pension Fund, Bear Stearns points out. (John)Neff, however, views these concerns as overblown. The pension obligations, he argues, "are up in the air" and may ultimately be paid by the Teamsters." "Up in the air", "may", "ultimately" "could climb" --- those words don't sound to me like much of a comforting reason to ignore those liabilities. Anyway, I still hold shares, still also believe the stock is undervalued, and am looking to add if the stock will drop a bit. Fwiw, I hold shares in these: finance.yahoo.com (Aside: I see some group is naming Buffett stock UPS as "most competitive retailer" biz.yahoo.com )