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

To: Paul Senior who wrote (30251)	3/6/2008 12:06:29 PM
From: Madharry	Respond to of 78702

bought another lottery ticket on tma at $1.42. i guess one has to buy when one doesnt want to.

To: Paul Senior who wrote (30251)	3/6/2008 4:25:44 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78702

Nice bloodbath today. Only 2 stocks green in my portfolio. SU is one, can you guess another one? ;)

To: Paul Senior who wrote (30251)	3/12/2008 10:57:39 AM
From: Jurgis Bekepuris	Respond to of 78702

AEO reported today. I hold somewhat big position in it (as the stock dropped, I added). I still see no reason to sell, the report is one of the best for retailers I have seen. The caveat is that I stopped following the more troubled ones, so my "retailer universe" is not that big. On the other hand, AEO is NOT one of my core holdings, so I may sell part of it if it runs up on this report.

To: Paul Senior who wrote (30251)	3/16/2008 2:51:31 PM
From: Spekulatius	Respond to of 78702

HOG interesting twist on HOG Is $3.25 Gas Helping Harley Davidson? seekingalpha.com I have thought somewhat along the lines myself. I purchased a motorcycle (not a Hog but a cheap used Japanese model) last winter and use it partly for commuting. Even though my commute is < 10miles each direction, I do have enough gassavings to pay for maintaining my motorcyle. I don't think that HOG is the way to go to play this trend. The big hogs are as expensive than a small car,gas guzzlers relatively speaking and don't save much gas compared to an economy car either. The right stock to play this would be PIA.MI, the Italian company that builds scooters (Piaggio, Vespa) and motorcycles (Aprilia, Moto Guzzi). Unfortunately Interactive brokers does not allow to trade Italian stocks yet. And the stock looks very weak, most likely due to the high Euro which crimps export profits. I wish i were able to find 3.25$ here in Northern, CA...