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

To: Spekulatius who wrote (31270)	10/14/2008 4:32:17 PM
From: Jurgis Bekepuris	1 Recommendation Read Replies (3) \| Respond to of 78748

PEP is becoming attractive at current price. The company is not really growing, but they are throwing off a lot of cash, repurchasing shares, etc. It is quintessential Buffett stock available at pretty low price. Of course, it's also possible to watch it and see if it gets ridiculously cheap soon. ;)

To: Spekulatius who wrote (31270)	1/11/2009 10:30:26 PM
From: Spekulatius	Respond to of 78748

DPS, CPN - both stocks worth to keep an eye on for two reasons: 1) Both are reasonable cheap 2) Both are heavily owned by hedge funds. For the case of DPS, we have Pershing and Greenlight owning 31M shares. For CPN Harbinger alone holds 71M shares and also Luminus has been a big buyer recently nasdaq.com nasdaq.com Hedge fund ownership in these times is of course a double edged sword. For CPN the ownership is so large that i wonder about the exit strategy. About the only conceivable way that those hedge funds can liquidate would be via a CPN takeover. This is not an unreasonable scenario of credit markets recover. CPN could be an anializer stock since it is below tangible book (which understates the value of the generation fleet many analysts say) and is profitable. I do not own any of the above right now (exited CPN on the recent runup) but i am keeping them on my watchlist because whacky things could happen in either direction.