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

To: E_K_S who wrote (31745)	8/12/2008 11:05:07 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78625

EKS. Ok, following you re. HD with a sale now of some shares. Losing position for me. Will consider adding back shares if stock drops down.

To: E_K_S who wrote (31745)	9/16/2008 3:13:05 PM
From: E_K_S	Read Replies (1) \| Respond to of 78625

Added a bit of UNITEDHEALTH GROUP (NYSE:UNH) to my losing position. Average cost is now much lower. Company generates a lot of cash with a PE of 8. UNH seems to be the more profitable company in the industry. WELLPOINT INC. (NYSE:WLP) is the other industry competitor. Both are owned by Buffet. finance.yahoo.com I anticipate that UNH will play a big role in any of the administrations (Demo or Republican) for some national health care insurance coverage. Re-established a starter position in PWE. Good monthly dividend as long as it holds. My re-entry point is about 20% lower from my last sale. EKS