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

To: Jurgis Bekepuris who wrote (32503)10/16/2008 3:28:23 PM
From: peter michaelson  Respond to of 78711
 
Thank you.

Several of those are small cap China stocks - I have a problem with earnings quality, although I've been long CHME. AOB.

A few do have substantial debt - Cemex comes first to mind.

I think consumption will have to stop being such a big part of the economy - AEO, COH, HOG.

I am assuming a major and long-running recession in determining value.

Still - there are some there that look quite interesting - Ingersoll Rand, DuPont. Thanks.



To: Jurgis Bekepuris who wrote (32503)10/16/2008 3:59:19 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78711
 
I reviewed CX, HOG and ITW reports today. Continue to hold CX and HOG. Probably will add to HOG if it revisits today's lows. Probably will add to CX if it goes below $5 (the $4.5 low was really ridiculous IMO). Decided not to buy ITW for now. Maybe another missed opportunity, but I do not have much cash at this moment.


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