Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (32149)	9/25/2008 3:58:42 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78464

Re CSCO(S 23.79$) , OKE (36.52$) PCP (82.32$) PCP - i bought a starter in PCP as well today so Paul does not have to bicker about the stock all by himself <g>. Sold CSCO which has done OK to free some funds. I am somewhat concerned about this sector especially the Capex of financials and telcom companies. (which are significant buyers of CSCO stuff). Some weaker player already have problems. OKE is a fairly safe (IMO) infrastructure play - mostly gas midstream and transmission. 4.2% yield helps. No energy trading as far as I can tell. Debt a bit higher than I like because of lookthrough accounting for OKS (they own 48% and the GP). UTX suspiciously weak. They might be vulnerable to slowdown ?(elevator division). Don't own it though.