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

To: E_K_S who wrote (27061)	6/11/2007 11:09:46 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78661

EKS. You are tough to have SFL (and DRYS) as top holdings,imo. I've had SFL for several years (not that big a position), haven't sold any, but have considered it many, many times. Missed DRYS. Also ELP. With ELP I seem to be away every time it's down and reluctant to buy when I see it's up. I've been looking through utility sector, and finding nothing that appeals to me. Stocks are up (domestic utilities), and with many showing p/e of 15x or more, that seems too high a p/e, imo, for a buy. (Of course, interests rates are down now from the bad old days, so utility stock dividend yields and p/e might be more in synch with that. I still don't find the high p/e's attractive now though, regardless of prospects of individual companies.)