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


To: hoyasaxa who wrote (26957)5/29/2007 6:32:04 PM
From: Madharry  Respond to of 78774
 
of these I own chk and dtpr , ssl on my wish list. My top ten which hasnt changed much and are over 70% of my portfolio-

SIL CHK EDV.to mog.to plg.to AZecf, RAS, MFCAF BWEL, CNQ



To: hoyasaxa who wrote (26957)5/30/2007 12:34:26 AM
From: Paul Senior  Read Replies (2) | Respond to of 78774
 
Hi hoyasaxa. I say buy Lab Corp.

-gg- Just joking.

(aside: reference is to hoyasaxa's great pick here in 2002 of Lab Corp.)
-------------------
Welcome back. I've missed your posts and recommendations.

Looking for the "best value play for the next six months"? I've no idea what might work, or work best, in that time frame.

Maybe something with a big dividend yield. A canroy, or real estate something (reit, developer, etc.). Deep water drillers look like they've got a big book of business; forward p/e's aren't too expensive (e.g. RIG, DO) imo.



To: hoyasaxa who wrote (26957)8/17/2007 2:43:23 PM
From: Paul Senior  Respond to of 78774
 
I'll add to my position in integrated oil co. STO now.

I find the p/e under 10 attractive.

fool.com