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

To: Paul Senior who wrote (31507)	7/16/2008 9:48:27 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78530

Nice analysis, but with Heebner's turnover it is quite possible that he does not hold most of these stocks by now. Edit: For fun, I'll add my opinion: US Steel - with most of the steels, I am not sure if they can pass the high cost of iron ore and coal to their consumers. I have PKX, but I would probably not buy any steels on macro reasons. OTOH, they may be somewhat "oligopolists" if steel cannot be efficiently exported/imported. Then they could hold margins fine. Nucor - Expensive. American Mobile (AMX) - Expensive Arcelor Mittal. - Not interested based on jumpy ROE Washington Mutual. - Was always quite dinky, not sure what Bill Nygren saw in it. Brazilian Petroleum Corporation or PBR. - I have some. A hold at these prices. Freeport-McMoRan Copper & Gold (FCX) - Not interested based on jumpy ROE Mosaic and Potash: Ditto on missed the fertilizer boom and not clear whether this will continue. Southern Copper PCU. - Not interested based on jumpy ROE Schlumberger SLB. Not interested based on jumpy ROE Monsanto - Not interested based on low ROE Alcoa - Not interested based on low ROE Itau, Bradesco, Unibanco - do not buy banks and other financials except for Buffett's holdings. Devon - Hold here. Weatherford - Not interested based on low ROE Companhia Siderurgica Nacional SID. - High debt/equity. Gerdau GGB - see above on steels. Vimpel - I hold small position, may sell though. Not very cheap. Tuckcell - valuation looks good, but prospects unclear. Apache - Hold. Mechel - expensive Alum. Co. of China - no opinion