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

To: Paul Senior who wrote (32909)	12/1/2008 2:42:36 PM
From: SI Bob	Read Replies (2) \| Respond to of 78462

Anyone else do the thing of putting in GTC buy orders at "stupid" prices? If so, getting fills? I'm occasionally getting some and just found I got all the [t]ACAS[/t] (<span style='font-size:11px'>LAST</span>: 3.99<span style='font-size:11px'> 12/1/2008 2:27:33 PM</span>) orders filled. Not that I'm particularly happy about that at the moment, but that's just a risk I take with the "buy and forget it" mentality. Still, takes a lot less attention and energy and results in more sleep and less hair loss than trying to trade this market, IMO.

To: Paul Senior who wrote (32909)	12/3/2008 11:38:29 PM
From: Spekulatius	Respond to of 78462

UTX - not a buy yet, IMO. Stock has outperformed so far and their business also. But i felt that UTX CEO was basking too much when he held the CC around 10/10. Aircraft business is peaking and the other business (infrastructure, Otis Elevator) is going to be strongly affected by the CE RE downturn. He was talking about 30% growth in elevator order for China. I take it know that this was the last hurray before the fall. Earnings estimates for UTX need to come down - until this is fully build in the stock I would treat carefully. FWIW, investors did take GE presentation well. Deleveraging is in. However the problem is going to be that the current downturn affects GE core infrastucture business in Y2009 IMO. I think GE's dividend may be be cut when all is said and done. Also let's not forget that they have a 88B$ asset base in commercial RE. That may lead to some scary moments.