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

To: E_K_S who wrote (29360)	12/21/2007 1:52:48 PM
From: Madharry	Read Replies (1) \| Respond to of 78774

My own sense of it is that in a lot of places in europe they were the first mega store around. In the Usa they will have to compete with walmart and target. different story. but what do i know about retail anyway? Turns out I should have averaged down into fmd rather than ccrt, but ccrt looked so much cheaper so i was waiting for fmd to go down to book. GS made a great investment here. I added a little more SIL at these levels.

To: E_K_S who wrote (29360)	2/13/2008 3:13:47 PM
From: E_K_S	Read Replies (2) \| Respond to of 78774

Upped my position in TESCO PLC SPONS ADR (TSCDY.PK). Stock has recently sold off. Seems like a good time to add to my position especially with Warren Buffet's $2 Billion bet. Tesco PLC: Europe's Answer to WalMart - And Buffett's $2B Bet seekingalpha.com From the article:"...Tesco is also one of Warren Buffett's top overseas bets. Last year Buffett increased his stake in Tesco to 2.9%, easily making him one of the top 10 shareholders in this global giant. That makes his current stake worth well over $2 billion...." EKS

To: E_K_S who wrote (29360)	7/18/2008 12:40:10 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78774

SVU. I'll add a bit to my stub position now at current price. Dangerous to conclude it's a value based on relative comparisons here, biz.yahoo.com Relatively low forward p/e does attract me though.

To: E_K_S who wrote (29360)	8/21/2008 4:43:46 PM
From: Paul Senior	Respond to of 78774

Upped my few shares of grocer SVU today as stock drops close to 12-mo. low.