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


To: Jurgis Bekepuris who wrote (33212)1/6/2009 12:48:19 AM
From: Spekulatius  Read Replies (1) | Respond to of 78621
 
ESRX, PM ,HOO - I agree with the consensus of this thread. Sold ESRX today for a small profit. I also sold PM, which has done reasonable well. I purchased a little bit of HOO - a small cap water stock.
+ Valuation looks decent
+ Pays dividend
+ Chart looks OK and bottomed out
+ Beat earnings the last 2 quarters
+ recession resistant business
- Debt (not out of bounds for a utility stock I think)
- CEO compensation looks high
- geographically too spread out for such a small company ?

Worth a small bet for me, despite some negatives.