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

To: Paul Senior who wrote (29565)	1/4/2008 12:32:05 AM
From: Spekulatius	Read Replies (3) \| Respond to of 78870

Todays buys: GEHL15.6$ , TYC 38.41$, AXP 50.22$ AXP has been discussed in the Buffettology thread. the current market funk is an opportunity to purchase a real franchise at a very reasonable valuation (14x earnings). i also own DFS in this space, as discussed in the spinoff thread. GEHL cheap infrastructure play. TYC. Bought on the dip today. One of the few industrial on sale today. Relatively cheap at 15x earnings. 50% non-US revenue. I have done well buying TEL and COV on dips (and selling on spikes) and now it's TYC's turn. Japan on sale today - the Nikkei is down 4%. Tomorrow i may scoop up my first batch of SSUMY. I am almost fully invested now.

To: Paul Senior who wrote (29565)	1/4/2008 11:26:00 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78870

Nice bloodbath today. Bought some more of LIZ, KBH and some DFS. Only couple stocks in green right now: JNJ, KO, PEP, WSC and one net net microcap +9% ;)

To: Paul Senior who wrote (29565)	4/3/2008 12:03:56 PM
From: E_K_S	Respond to of 78870

Added to my HRPT Properties Trust (HRP) position in the IRA. Stock is near it's 52 week low and at current rates generates a nice dividend. Hopefully they will weather the current real estate issues and in five years their assets will be valued higher than today. In the mean time, I will wait and collect a nice dividend. HRP has significantly under performed the S&P, has a lot of debt (it appears to be manageable w/ current leases) and still generate over $1/share free flow cash. EKS