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

To: Paul Senior who wrote (33103)12/22/2008 9:35:55 PM
From: Jurgis Bekepuris  Read Replies (2) | Respond to of 78618
 
My top 5-ish positions: GTE, WSC, SNDA, GLW, CRDN + maybe HOG.

I am probably over 20% weighted in oil cos overall.

Just a generic update. :)



To: Paul Senior who wrote (33103)12/22/2008 9:59:22 PM
From: Spekulatius  Read Replies (1) | Respond to of 78618
 
APD - I have a GTC order for that one out as well. no position so far.
Industrial gas is a good business. Air Liquid, Linde, Praxair, and Air Products own most of the market. The business has many defensive characteristics. S&P's rating changes from 4 o 2 stars is very change and defies reason.


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