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

To: Spekulatius who wrote (30244)	9/11/2008 9:35:45 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

OKE, WMB and TEL Purchased starter positions in gas infrastructure plays WMB and OKE. WMB has a (fairly well managed) E&P besides their pipline and Midstream business as well which may be the reason this stock has come down so much. OKE is a steady pipeline company with a regulated business as well and should see very little (if any effect from lower gas prices. TEL is one of my favorite spinoff stocks and very cheap. it has come under the gun because of exposure to the car industry even though the trend to hybrids etc will increase their content significantly. Gladly I have raised some cash recently selling UHR.VX and some smaller position at mostly favorable prices.