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

To: Jurgis Bekepuris who wrote (33363)	1/27/2009 5:52:43 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78644

Jurgis, I added some COH and some CHCG today. Lot's of post about COH from you. you have a handbag addicition?<g>. FWIW i do agree that they looks reasonable cheap and the stock (if not their product) looks well discounted. I made a macro call on 10/13/08 to get rid of all my luxury related stocks. I did own UHR.VX (Swatch) and some others i don't remember. My concern was/is that luxury is going to be out a long long time.

To: Jurgis Bekepuris who wrote (33363)	2/28/2009 7:43:06 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78644

SNDA - Nobody on this thread cares about SNDA, but it's one of the few stocks in positive territory for 2008/2009. They reported good results for 2008. IMO though the company is fairly valued to a bit overvalued here. Great balance sheet. Earnings/EV are OK, but not great. Expected return is not great unless one makes optimistic assumptions, like continued 25% growth and similar ROE. I lightened a bit here, I may lighten even more from an oversized position. I bought some MSFT in 16.x range.