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

To: Paul Senior who wrote (29294)	12/18/2007 6:35:49 AM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78826

I have Cramer on at 6 PM, mostly for entertainment value, and I recall him featuring GLS a while back. Likes it (apparently still does) as a global demand play. I'm watching it now, perhaps this one is a case of people are selling pretty much anything to which the "R" word can be attached, plus year end tax loss selling contributes to price declines. Speaking of that selling, I more likely than not will swap out of underperformer (like virtually all its peers) WB into relatively small regional PBKS. Read a very positive article about PBKS in the Baltimore Sun a couple of weeks ago. The article did not deny the company was immune ftom the problems facing virtually all banks now, but felt that the company could manage thees problems effectively enough. Also, PBKS is one the last ones (small independents) standing in the Baltimore area with Mercantile being taken over by PNC.

To: Paul Senior who wrote (29294)	12/18/2007 11:51:36 AM
From: E_K_S	Read Replies (2) \| Respond to of 78826

RE: AYR & GLS It appears that the dividend is not a qualified dividend for US investors. investors.aircastle.com From their Web site:"...Generally:Dividends received by a U.S. holder would generally be subject to tax in the year received and would not be eligible to be treated as "qualified dividend income". In addition, unless a U.S. holder makes a "QEF election" as defined in Section 1295 of the Internal Revenue Code, a U.S. holder will be subject to special rules with respect to (1) any "excess distributions" and (2) any gain realized on the sale or other disposition of the shares...." ===================================================== Have you researched this and do you plan to make a QEF election? Also, Do you have any concern that the dividend payout ratio for AYR is 125%? I like your theme for the investment especially with the order backlog for Boeing and AirBus. EKS