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

To: Paul Senior who wrote (33247)	1/8/2009 4:46:25 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78626

Re: I am having a difficult time with my buy orders. I am also having hard time chasing up the stocks. They are attractive at current prices, but most have gone up comparing to the past lows. I will try to make a list of buy-now stocks today and start edging into it. Note on fixed income front: Practically all BBB-and-higher rated bonds yielding over 15% have disappeared on Fidelity. I guess fixed income market is slowly thawing and someone is buying more risky paper.

To: Paul Senior who wrote (33247)	1/16/2009 4:15:41 PM
From: E_K_S	Respond to of 78626

Hedged a small portion of my SVU shares bought in November by selling a few of the April $20 calls. My thought was to try to tweak my return by collecting the next dividend and possibly the $1.40 call premium. If the market stays in a trading range for the next few months, I do not expect the stock to be called away. If it does get called, I will be able to book my first profit for 2009. It won't help too much with my carry forward losses from 2008, but every bit helps. I am looking at similar strategies with some of my other high dividend payers where I have a substantial short term gain that I do not want to give back. The call premiums out three months are pretty attractive. If the market stays in a narrow trading range, then this is free money that adds to my overall portfolio return. Here are a few I am looking to buy on the next move down. finance.yahoo.com Perhaps an Obama honeymoon will limit our move down even with an economy that is sick. There just does not seem to be too many investors willing to commit new money for the long term. From what I can tell, there are a lot of swing traders holding stocks for only days with a "hold cash" bias. EKS

To: Paul Senior who wrote (33247)	2/3/2009 8:23:19 PM
From: E_K_S	Respond to of 78626

TUESDAY, FEBRUARY 3, 2009 HOT RESEARCH AM - Barron's Online edition Supervalu Has Much in Store The food retailer is set to grow its free cash flow, says Kevin Dann online.barrons.com ================================================================= Pretty good overview on the company. They have a $22/share price target. EKS

To: Paul Senior who wrote (33247)	4/9/2009 11:03:54 AM
From: E_K_S	1 Recommendation Read Replies (2) \| Respond to of 78626

Added a few more shares of SUPERVALU INC (NYSE: SVU) to my current position. Market is selling off all the grocery stores based on Wall Mart's announcement today of lower than expected same store sales. Sector is off 3%-5% today on this news. finance.yahoo.com SVU pays the highest dividend now around 5%. It seems like a good defensive and value play at current prices. SVU is still under performing the group. SVU is selling below book value and has a forward PE of 5. finance.yahoo.com My SVU position is closing in to a top ten holding. This is the only retailer/grocery I currently hold in the portfolio. EKS