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

To: valueminded who wrote (26434)	3/30/2007 2:05:09 PM
From: SI Bob	Respond to of 78661

I have to concede that it may've changed from a long-term value play to pure speculation. (WPL)

To: valueminded who wrote (26434)	4/1/2007 3:29:41 PM
From: Bridge Player	Read Replies (4) \| Respond to of 78661

IMO Pfizer is a very cheap, well-managed ultra-blue-chip, for long term patient investors only.

To: valueminded who wrote (26434)	4/5/2007 3:51:51 PM
From: SI Bob	Respond to of 78661

biz.yahoo.com While I'd normally see this as quite a plus, it really underscores one of the problems with WPL. The stock isn't very liquid. Just not a lot of volume so it typically doesn't go anywhere, but when it moves on news in either direction, it can be dramatic. Which is also why when I recently added a fair chunk to my position at market, the one buy order caused a 50-cent climb in the stock. Went with market rather than limit because, as I think I posted earlier, if I'd made it a limit order, I'd have just sat at the bid all day with little fill action.

To: valueminded who wrote (26434)	5/21/2007 10:10:38 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78661

Asset Manager WPL discussed favorably here: "Morningstar.com Two Wide-Moat Firms on Sale" biz.yahoo.com I'm still in, but losing faith. May either exit or cut my position and take a small loss. Normally I'm willing to wait for a recovery in the stock given the dividend it produces, but with this asset manager, the key metric I use, assets-under-management to market-cap, shows this stock to still be expensive. I'm beginning to believe I might be able to do better elsewhere (with different asset managers that have lower aum/market cap)