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

To: Spekulatius who wrote (33485)	2/11/2009 12:25:43 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78673

Okay, I'll look again at HOO. My initial view was that it's too tough for me. Spekulatius, others among us who are interested in water... maybe CGW as a consideration? (Just as a maybe for somebody; I'm passing on it) etfconnect.com I couldn't figure CGW, esp. as I looked at holdings. So I am passing. For you guys with the good European view, it holds Geberit, which, provincial-me, I know nothing about. I do have a little Veolia, which is CGW #1 holding as of the date. I'll add to VE if stock drops to near lows.

To: Spekulatius who wrote (33485)	2/14/2009 12:57:08 PM
From: Spekulatius	Respond to of 78673

I did sell out of PEP due to recent bounce. It does look a little more expensive than PG and NSRGY now. I am currently looking at MMM. I did not like it for a long time but they did seem to have reinvented themselves 3-4 years ago. Now they are suffering but i think they ought to come back too. I keep on looking at GE but can't help that there are more skeletons in the closet with GE finance. Other industrials trade at 10-12PE to so why put up with garbage. Rolls-Royce (RYCEY) had decent earnings - the low Pound apparently really helps. PE is about 10x if I understand correctly and they have a good balance sheet with net cash.

To: Spekulatius who wrote (33485)	3/19/2009 1:43:32 AM
From: Spekulatius	Respond to of 78673

Sold PG. Got a bad feeling about this one. With my trading record as of lately, that can only be a contrarian signal. Anyways, my hunch is that this stock is getting distributed, maybe another GIS day coming. That stock took it to the chin today. So muhc about safe consumer staples. Anyways, ran the cash register big time - almost 50% in cash now in my IRA, less so in my taxable portfolio. Trying something new - I shorted some APH today at 28$. Reasoning - stock looks expensive relative to market and competitors got clobbered very badly.