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

To: Paul Senior who wrote (27577)	8/3/2007 5:02:36 PM
From: Kenneth Kirk	Read Replies (5) \| Respond to of 78817

This is just silly. I bought RAS when it had a dividend yield of 14%. Now it's at 35%, with a p/e of 5.3 and positive earnings growth. Why wouldn't everybody want a stock with those numbers? (This is how I keep my spirits up: the size of my portfolio may be going down, but my dividend yield percentages are way up! Yay!) I generally avoid real estate-related investments because I live in a counter-cyclical place and don't have a good feel for the situation on the ground, but my understanding is that the real estate market is still reasonably solid, so I can't see how this panic, with people running from any investment which has "mortgage" or "real estate" in its name, makes any sense.

To: Paul Senior who wrote (27577)	8/3/2007 5:23:25 PM
From: doug5y	Respond to of 78817

Boy, you can say that again. And I'm only long. Still haven't sold anything....yet. Nothing has changed in the story of any of my stocks. And I don't really understand the markets here. The US economy seems reasonably strong according to the reports I've read. And the world economy even more so. Maybe that's what it needed, someone silly enough to believe it wouldn't happen. Who know?