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

To: Paul Senior who wrote (32490)	10/16/2008 9:38:25 AM
From: E_K_S	Read Replies (1) \| Respond to of 78743

Hi Paul - I topped my plate off with my final purchase of ULTR. If it was a buy at $12, then at $3.50 it must be a steal. Remember that those barges will haul all the fertilizer (Potash from supplier BG) from the ports to the fields and then move the soybeans from the fields to the ports. Looking to nibble at some more stocks today but am cautious. EKS

To: Paul Senior who wrote (32490)	10/16/2008 9:57:39 AM
From: Spekulatius	Respond to of 78743

BG - they initiate a takeover (Corn Products) just before the market crashed, so i do not think that tangible books is going to look as good and debt will be going up. I think you will need to look at proforma numbers corrected for the merger adjustments to determine if you like it. Try ADM without the hassle. I am looking at that one.

To: Paul Senior who wrote (32490)	10/16/2008 11:05:38 AM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78743

Boy, I've been through the crash of '87, and various other corrections, but this one just feels different. It's relentless, like drip torture. At least we got things resolved in '87 in fairly rapid fashion. There are so many unknowns with the situation we are in now, and mistrust of those who are at the helm. It would seem that valuations are at ridiculously low levels, but the market is saying that it is hard to quantify exactly where the economy is headed.