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

To: Spekulatius who wrote (28690)	10/25/2007 1:14:40 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78740

Speculatius. I'm still digesting CPX report. I've taken on a few more shares of ESV this morning. With CPX, I'll either look to add now, or just hold.

To: Spekulatius who wrote (28690)	12/28/2007 12:47:58 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78740

Oil supply/oil service co's: Fwiw, I'm adding to CPX as it drops and adding to NE as it rises. finance.yahoo.com

To: Spekulatius who wrote (28690)	2/28/2008 1:51:17 AM
From: Spekulatius	Read Replies (5) \| Respond to of 78740

Sold a full position in HPT. Hotel REIT with 1/3 of it's assets in Travelcenter (trucking stations). I am concerned about the latter and sold. instead i purchased 1/2 position in SHO another high quality (IMO) Hotel Reit, trading at about 10x EV/FFO. SHO's dividend yield is about 8.5% and a little lower than HPT but I like the piece of mind that I don't have to worry about the health of one large tenant (TA in HPT's case). FCH is another hotel REIT, i have been looking at that looks like a great value. I also own AHT but leverage is a little high imo. I keep this one a small starter position.