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

To: Paul Senior who wrote (32527)10/18/2008 10:06:27 AM
From: Oblomov  Respond to of 78751
 
Thanks. Good article, similar to my reasoning in buying MOS.



To: Paul Senior who wrote (32527)10/19/2008 3:32:05 PM
From: Jurgis Bekepuris  Respond to of 78751
 
IMHO, POT is still expensive, even calculating based on current inflated earnings. I did not look at MOS. I would not buy either one for concentrated portfolios (or in other words for anyone except Paul Senior).



To: Paul Senior who wrote (32527)10/20/2008 7:12:06 AM
From: Micawber  Read Replies (1) | Respond to of 78751
 
Paul:

Have you looked at JRT lately? Something tells me that 40% div yield may not hold. Selling at 1/3 BV...

finance.yahoo.com


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