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

To: Paul Senior who wrote (30056)	2/16/2008 1:21:24 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78661

Paul, welcome back. i hope you had a good time in England. Any investment opportunities spotted there, the British stock market seems pretty depressed, right now. I have been a large buyer in Rolls-Ryce after the latest downpour. overall, I have been doing more selling than buying. LMC is gone due to those absurd accounting antics and the implicit earnings warning (or should I say loss preannouncement). I clipped back my holding in NG/OIL service companies (GW, BJS, OIS) which have performed quite well. i am still holding some BHI and CPX in this field. I am avoiding US and English bank right now but still hold my thrift conversions HTWC and DNBK. i see a lot more pain and writoffs in this sector to come. I have actually trouble to deploy my capital at this point. Most of the industrials don't seem to get much cheaper here.