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

To: Jurgis Bekepuris who wrote (33242)	1/8/2009 11:32:10 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78625

I think the high yield crap from quantumonline is mostly fairly valued here, relative to ordinary bonds. Regarding MDT I think it could be a double from here if they gain back some of their mojo. They need to develop new products themselves rather than buying companies and wringing out efficiencies for example. In any case, hospitals can delay equipment purchases but i do not think that they delay putting in a pacemaker in a patient who needs it, so if anything holds up it's going to be this business.

To: Jurgis Bekepuris who wrote (33242)	2/18/2009 12:14:03 PM
From: Dale Baker	Read Replies (1) \| Respond to of 78625

FYI for IDG holders, no threat to the dividend: Fresh from ING Investor Relations - no indication that preferred dividends are affected: Dear mr Baker, He was referring to dividend on common shares. Kind regards Ewald Walraven ING Group/Investor Relations -------------------------------------------------------------------------------- Van: Dale Baker Verzonden: woensdag 18 februari 2009 18:03 Aan: Hillenius, D.K. (Dorothy) Onderwerp: Preferred Dividends? When the CEO referred to possibly suspending the dividend this year, did that include the preferred shares IDG/IND/IGK? Thanks.