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To: Dale Baker who wrote (62696)	8/8/2008 5:00:50 PM
From: Bananawind	Respond to of 118717

Dale, I decided at the end of June to quit trying to guess which companies will or will not work in this economy. Trying to pick bottoms, turnarounds and theories just wasn't working for me. I am now only investing in companies with moving averages in a fan pattern (20dma > 50dma > 100dma > 200 dma). I am still more than half in cash and plan on keeping it that way for the time being. Current holdings include ACN, AVAV, CRMT, EME, FCFS, FDO, FRED, HNZ, IBM and JNJ. Sadly, my holdings include a pawn shop and two discount retailers but that's what seems to be working in this economy.

To: Dale Baker who wrote (62696)	8/8/2008 5:20:35 PM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 118717

OK I'll bite... but maybe less of an idea if the USD continues to rise... althouigh they seem to indicate some profit/income weakness from a low USD.. so hard to say. TORONTO (Reuters) - Manulife Financial Corp (Toronto:MFC.TO - News) said net income dipped 8.5 percent in the second quarter, a bigger decline than expected, due to weak U.S. and Hong Kong equity markets, a stronger Canadian dollar and tax provisions. MFC.TO Manulife Financial on the TSX and trades stateside also as MFC. just released earnings income down 8.5% the other day (not a loss :O) and upped the divy 8% (modestly :o).. presence in China / Asia I bought yesterday and the day before.. 3% of PF weekly chart weak. The Black Swan Also.. Payless shoes I re-entered yesterday 12.51 and the day before 13.38.. Theme.. Shoes are almost as necessary as food.. These are inexpensive shoes... Closed just above 200DMA resistance ... more gusto would have been better so no guarantees here either.. This was a 35$+ stock June 07.

To: Dale Baker who wrote (62696)	8/8/2008 5:57:30 PM
From: gizwick	Read Replies (1) \| Respond to of 118717

I've been pounding on the table for AIRT as lower oil should drop to the bottom line. Earnings out on the 12th and they should be stellar. They are also a takeover candidate as well. I read about this company here from someone a while back. They do work for the military, Fed Ex, and have a backlog in their de icing equipment line. GLTA

To: Dale Baker who wrote (62696)	8/9/2008 9:47:36 AM
From: tom pope	Read Replies (1) \| Respond to of 118717

In response to your post, my only buys in the past week or so have been - WFC - among the strongest of the big banks AMAT - may finally be breaking out of a long slumber, though technically still in a downtrend. A peripheral play on solar. HNP - good numbers and dividend, but obviously very risky because of coal costs and gov't rate regulation. Perhaps my worst idea of the recent past was deciding NOT to sell my Canroys. The dividends have not protected them from the energy downdraft, and over the longer term they simply haven't shared in the increase in the price of oil. PWE is at the same price as it was right after the Flaherty massacre. I did an in and out with CSCO, but may reenter for a hold. May not be a value stock by your definition, but getting closer, and it is a gorilla. EDIT - looking back, not taking advantage of CLL's brief rise was also a big error.

To: Dale Baker who wrote (62696)	8/16/2008 9:40:37 AM
From: Condor	Respond to of 118717

Don Coxe discusses this huge discombobulation in markets on his Friday discussion. He makes an interesting observation on the changing nature of global influence and commodities. Things to think about. events.startcast.com On a somewhat different vein and from my own perspective I believe we are on the cusp of a change in global power balance precipitated by the "in your face" conduct of the USA. Its missile defense games on the border of Russia and the NATO expansion in the same area may be likened to the Cuban Missile crisis of the 70's perhaps. It won't be tolerated and Russia will undertake a "come uppance". I feel that the USA is polarizing the Western world and squandering the opportunity that was presented with the fall of Russia. Could bad things be about to begin again? Where does that leave us as investors? As Coxe suggests...it's time to think outside the box.