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

To: Jurgis Bekepuris who wrote (29819)	1/23/2008 11:38:14 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78673

I'm in for a little more VLO at current price. I'll take a little more BP [t]BP[/t] now too. Maybe they'll be having trouble replacing their reserves or overcoming their reputation for poor quality (pipelines) and safety (deaths), but at current price, I get a 4% yield, a p/e of 8 or so, and a possibility that new management can improve company's fortunes. Avis [t]CAR[/t] a very difficult company for me to analyze: write-offs, some years of losses, some years of gains. People are still traveling traveling though, and AVIS is still #2 (I believe). At current $9+ per share and relatively low p/sales, I've added a few shares today to my exploratory position.