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


To: Paul Senior who wrote (33635)2/23/2009 10:12:31 PM
From: Spekulatius  Respond to of 78700
 
PM, yes I have a buy order open at 34.X $. one or two days like today and we are getting there. That's true for almost all buy order that I have still open. Then, i'll just sit on my but and wait and collect dividends every once in a while.



To: Paul Senior who wrote (33635)2/24/2009 10:37:15 PM
From: Spekulatius  Read Replies (1) | Respond to of 78700
 
RE - I also added a few more PM. now I am almost up to a full position in PM. The biggest risk I see is continued appreciation of the US$. It's part of my "kitchen pantry" portfolio where it joined UL, MO, NSRGY, PG and SNI.

Well I don't really have cigarettes in my kitchen pantry, since I never smoked. I might add some booze stock as well but have not found the right vehicle yet. Food and addictions may make it through this recession as well. They did make it through post WW2 Germany where cigarettes, canned food and booze were replacing the worthless currency. If this stuff worked during times like those, they'll probably do OK in times like we have today, I'll tell myself.



To: Paul Senior who wrote (33635)3/30/2009 3:54:20 PM
From: Paul Senior  Read Replies (2) | Respond to of 78700
 
I'll back up my bet on PM with an exploratory buy of a few shares of BTI.

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