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

To: anializer who wrote (28540)	10/15/2007 11:27:29 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78743

Can you tell me the story behind OSG? It seems all other shippers are trading very high, while this one seems cheap at a first glance. Is there a reason for that? :) I only looked at its financials briefly so far. :)

To: anializer who wrote (28540)	11/7/2007 12:25:17 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78743

I like LMC for a play on zinc in next few years as new/enhanced production comes on line. Also for copper/cobalt. I'll up a few share position now a little on stock's current slide. finance.yahoo.com

To: anializer who wrote (28540)	1/10/2008 4:12:54 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78743

Miner LMC. Not so good now, but I am still liking it for 2009-2010. Adding a little to my few shares today. finance.yahoo.com

To: anializer who wrote (28540)	1/24/2008 4:23:08 PM
From: E_K_S	Read Replies (2) \| Respond to of 78743

Cut my position in ABB Ltd. (ABB) by one half. Took my 10% gain from my initial purchase in July 2007. Stock is expensive with a trailing PE of 23 especially if there is a slowdown in global infrastructure projects. The dividend is very small (less than 1%) and is not worth holding based on this small payout. The company is below it's 50 day and 200 day MA, so the downside risk is probably low. I bought this as a play against a falling U.S. dollar so I will deploy these funds into some other foreign stock that pays a higher dividend. I continue to hold my starter position and would consider adding to these shares at prices below $20 and if the global growth outlook looks as though it is improving. EKS

To: anializer who wrote (28540)	6/27/2008 11:47:10 AM
From: E_K_S	Read Replies (2) \| Respond to of 78743

Hi anialzer - Peeled off some of my material and mining shares (BHP & AAUK) and moved the money into domestic REITs (BDN & HRP). These REITs are selling below BV and have good FFO that more than cover their debt obligation. Hate to sell any of the mining, natural resource or oil shares as they seem to be the only things that are working now. However it is import to take some profits from time to time and rebalance the portfolio. My mining stocks represent almost 20% of the portfolio and this move represents only a 1% change in this sector position. I noticed you also like the shipping sector as do I. 12% of my portfolio is made up of dry bulk and rail shipping companies. I am thinking of peeling off a few shares there too. They have all benefited from the movement of commodities around the world. I wonder if this growth can be sustained in a global inflationary environment? Have you done any rebalancing and do you still prefer your foreign sector weighting? Based on your 10/14/07 posting you were in many of the right sectors. Your heavy foreign weighting has probably paid off in spades. EKS