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

To: Spekulatius who wrote (30652)	4/14/2008 10:07:12 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78666

Bought some DLR-PB and OXPS. DLR-PB is a preferred from DLR (Digita Realty Rrust), a REIT with quite solid finances. the preferred pays out 0.492$/quarter and trades now a little more than 20$. So it yields 9.7% which is quite high considering the quality of DLR's balance sheet. OXPS - option brokerage house with fairly solid growth. FWD PE is around 11. i think it is a consolidation candidate in the brokerage space.

To: Spekulatius who wrote (30652)	4/14/2008 10:47:02 AM
From: Jurgis Bekepuris	Respond to of 78666

Of the top of my head, I would probably rather hold BID than Swatch. ;) With the ubiquity of cell phones, watch market is being assimilated and taking a hit. Now, the upscale watches are probably the most insulated of the bunch, since they are fashion and prestige items, but I do not like the long term trend. Personally, I cannot stand wrist watches or any jewelry that goes on hands, so take my opinion with a grain of salt. ;) I have not looked of the revenue and income percentages coming from different parts of Swatch group though. They may have other better (or worse ;)) businesses. Also, I still don't have an account to trade in SWX, so the point is mostly moot. :) Good luck.