SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (29600)1/25/2008 12:40:37 AM
From: Spekulatius  Read Replies (3) | Respond to of 78464
 
Well a few session and the favorites of yesterday are the sells now. CAH, SNY, JNJ, WLP, UNH are all down. I like them all as recession proof stocks. They may go down as well but not for the same reasons than my other stocks <g>.

CAH is a buy at current prices but i bought already some at the same price. I might add if the stock falls more on no adverse news.

Between UNH and WLP, WLP is the closest to a buy, IMO.

SNY is almost a buy. i never figured why it got up at 48$ in a miserable environment but i think it is a buy below 48$ (I bought it for 38$ in the last go around in August 2006).

I sold GEHL and BCS. in return for BCS I bought some DBSDY (the Singapore bank). I figure it is untainted by the banking crisis and there is strong growth ahead for Singapore banks:

For WSJ subsrcibers:
online.wsj.com