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

To: E_K_S who wrote (32805)	11/19/2008 12:40:00 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78751

Okay EKS, I'm following you. I've cut WTR by 1/3. I continue to add today also to SVU. I continue to add today also to ULTR. ULTR: I just wonder if there's more problems with ULTR non-barge business than I comprehend. My understanding is their cruise ship, which is for sale, has no takers, and is currently in drydock (or whatever the correct term is) at some minimal cost (according to management). Also maybe their ocean business is not doing well - similarly poorly to other shipping companies. They may have some competitive advantage here though: "In our Ocean Business, we currently operate nine oceangoing vessels, including four Handysize / small product tankers, which we employ in the South American coastal trade where we have preferential rights and customer relationships, three versatile Suezmax / Oil-Bulk-Ore, or Suezmax OBOs, one Capesize vessel and one semi-integrated tug / barge unit. Our Ocean Business fleet has an aggregate capacity of approximately 744,529 dwt., and our three Suezmax OBOs are capable of carrying either dry bulk or liquid cargos, providing flexibility as dynamics change between these market sectors." --- I'll take a few more shares of FCE-A. Royal Cruise ([t]RCL[/t] (<span style='font-size:11px'>LAST</span>: 8.09<span style='font-size:11px'> 11/19/2008 12:25:07 PM</span>) ) eliminated its dividend and the stock has dropped further. I should have sold my position when CCL did same earlier. I'll take a few more RCL shares at current price now though.

To: E_K_S who wrote (32805)	11/19/2008 6:03:12 PM
From: Tapcon	Read Replies (1) \| Respond to of 78751

What is the reason SVU is so unloved relative to other grocery chains such as SWY, KR or in Europe, UN? I've been tempted many times with SWY, but that is one ugly chart. finance.yahoo.com Meanwhile, solar sector has been really punished. Grommit mentioned TSL here in the past month. With a 52 wk range of 6.85 to 56.50, it was hit very hard in advance of this morning's earnings announcement: Quarterly earnings quadrupled to $1.17 per ADR (analysts expected $1.21); revenue tripled. Result today: new 52 week low, closed at 6.73. With a trailing P/E of 3.06 and forward P/E of 1.90, seems like a comfortable hold.