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

To: Paul Senior who wrote (31791)	8/17/2008 6:07:56 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78712

Paul, yes i also think that TLM, TOT and PCZ are the most attractive in terms of value. Going through my portfolio, i am considering adding to GBL.BR. Almost 45% of the portfolio value is in TOT shares and the NAV is north of 100 Euro/shares with the shares currently at less than 70 Euro's. Adding to GBL is the economic equivalent to adding to TOT at a considerable discount (they also hold Lafarge, Pernod Ricard and some other European Blue chips). I sold my 1/2 of my BMW3.DE on the recent bounce.news is not good and the car business may be impaired for quite some time with the high oil prices. The news about aggressive lease discounting scared me the most, as they could damage the resale value and the brand. I still own my shares from way back then though.