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

To: Madharry who wrote (30359)	3/17/2008 2:46:28 PM
From: Jurgis Bekepuris	Read Replies (3) \| Respond to of 78661

Well, so far USB and WFC are slightly in green, so I would not call Spec's analysis "on the money". :) At least definitely there is no opportunity to buy them at opportunistic prices. ;) I bought some BID and added to SNDA, plus a microcap. Got rid of GCI after reading their annual over the weekend. It might be a nadir of news stocks, but I doubt it. :)

To: Madharry who wrote (30359)	3/18/2008 2:26:49 PM
From: Paul Senior	Read Replies (4) \| Respond to of 78661

I'm still adding to CIT, fwiw. Also have fills in several others previously discussed here... AYR, HIG, WYE. finance.yahoo.com ----- I like the rental equip. business. Have a little RRR, some HTZ. Trying an exploratory few shares of URI. Possible it's too risky a bet in this economic environment though --- only a very few shares for me. finance.yahoo.com ----- Fwiw, adding small to SRZ, a company that manages assisted-living facilities. Company has been in transition from owning/managing to primarily managing. This new business model may not be so profitable. (In past, they've been able to drive earnings by selling/trading some of their properties.) Additionally, a stock buyer flies blind now because company hasn't issued corrected 10K's for past couple of years. For me, just a speculative bet to up my stub position held since '03. (Stock dropping sharply today means an inflection point for me -- either add or get out.) My guess, for almost anybody else here, it's not suitable for a buy. finance.yahoo.com ------------- Adding a few shares to my small position in broker IBKR. This company was briefly followed on 50% Gains thread. finance.yahoo.com