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

To: Paul Senior who wrote (27788)	8/17/2007 12:53:03 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78751

Interesting on CX. I am actually starting to look at rebuying the position I sold at $37 here... and you are still selling. ;)

To: Paul Senior who wrote (27788)	8/17/2007 1:18:13 PM
From: Grommit	Read Replies (2) \| Respond to of 78751

YRCW. I want to add and will when I can. ha. That stock no one would want went up nicely today. $22 1/4. finance.yahoo.com ain't that a kick. Even though the company may not call these shares at $25 when they mature, the shares could regain market value in the meantime, and that adds to the 8+% effective yield. But I am not sure what price I would sell at... .......... Sold some ACAS today, because I recently bought too much.

To: Paul Senior who wrote (27788)	8/17/2007 1:21:51 PM
From: E_K_S	Respond to of 78751

Hi Paul - Hope you had a relaxing vacation. Many of the natural resource and Brazil stocks got hit hard on Wednesday and Thursday. Specifically, RIO and ELP. I doubled up on ELP (it traded as low as $12.20 on the sell off). They released earnings on Wednesday and their prospects look quite good from a value/growth perspective. If you get a chance check out ELP's most recent quarterly report. copel.com You will find that they have several years of minimum locked in rates for their hydro and geo-thermal generating units which can be escalated higher in the forward years. I believe their current rates are based on a 5.8% annual growth which is excellent for a utility company. The hidden value for the company appears on page 15 which breaks out their "special entity" partnerships. Many of these companies generate positive new growing income streams. The range of these business cover gas distribution, Sanitation, Telecommunications and even coal mining. On page 12 they show their fiber optic cable network which now serves over 170 cities. Presently they have lots of capacity which should become a valuable asset when new customer and services are added to the system. This assets alone will generate a lot of free flow cash when they lock in long term customer contracts for their excess capacity. They pay an annual dividend every April which is currently around 2.5%. EKS

To: Paul Senior who wrote (27788)	9/12/2007 10:17:39 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78751

Trucking companies: ODFL I decided to buy a starter position in ODFL for 26.15$. This is one of the best and most profitable LTL carriers around. ODFL is a nonunion company and there are no pension liabilities as with union carriers (ABFS, YRWC etc. which have been discussed here before). Typically not a good idea to buy transports in a slowing economy (or perceived to be slowing) but I'll better be early than forget about this stock. PE is around 13, if you believe the yahoo numbers: finance.yahoo.com