Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (27377)	8/4/2007 3:29:19 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78694

UNH - I also bought some shares today. i like your idea to buy into something that may not be affected by the current malaise. I own HPT, a hotel REIT with a good yield (7.8%) right now. I also bought back some SNH which i sold after the recent spike. SNH's yield is 7.4%. SNH has very little debt and the debt of HPT is fairly moderate for a Hotel REIT. I purchased more LM at a little more than 86$. I think they are the cheapest asset manager around,based on PE and EV/ assets under management, but who like asset managers when the market tanks? I am finally fully invested in my IRA. Still have some cash in my taxable account that i am putting to work. This too will pass.

To: Paul Senior who wrote (27377)	8/10/2007 1:10:27 PM
From: E_K_S	Read Replies (4) \| Respond to of 78694

Added to my MOT position at $16.60. It seems that I keep buying at lower prices. I now have 1/2 of my position established. Hopefully the stock will stabilize and next year MOT will be selling in the $20's. The dividend pays 1.2% which is better than nothing. Most tech companies pay nothing. I own NOK, PLT Intc, MOT, BRCD,LSI,VRGY, HWP,SUNW and A as my basket of high tech stocks. They make up about 10% of the taxable portfolio. I plan to peel off shares of my NOK which I bought in 2005 (around $13) that is now trading at the upper end of its value range (over $30). Before I sell, I want to add some other international stocks to maintain my foreign stock exposure. Any suggestions on a pure international play? I have been adding ABB but it really is not a true value proposition. I have been thinking of GE as it has a large percentage of its sales outside the U.S.. I do not particularly need a high tech company but thought there might be an international player that participates in the global infrastructure build out. EKS FWIW, I doubled up on WON at $2.95 as the sell off was not warranted. Their sales are down as expected and management maybe sees them stabilize by Q4. They are still free cash flow positive (about $1.00/share) and if you discount this over the next several years, its worth between $6-$8 per share. The key is if things have stabilized or not at these much lower revenue numbers.