Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Spekulatius who wrote (33309)	1/20/2009 9:52:23 PM
From: Oblomov	Read Replies (1) \| Respond to of 78719

Spek, why do you prefer EONGY to RWEOY? They seem to have similar valuations (and both have hefty dividend yields), but RWE appears to have somewhat better growth prospects.

To: Spekulatius who wrote (33309)	1/21/2009 1:33:30 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78719

USB - ouch. Added some more at 13$. I did get rid of PGX @10.78$ and BK @23.2$ :-( The USB trade before earnings was not smart. BK was good - I traded AH with the information from the last quarter available to me. FWIW there are no major bombs in USB report (IMO) other than high credit losses and an overall crappy environment for banks. Balance sheet looks OK. I think it's lower risk than WFC since they did a major acquisition with WB.I wonder if the old man (WEB) is buying. Added a little RDS-A. Nice dividend while you wait for crude to go up again.