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

To: Grommit who wrote (34129)	4/9/2009 3:26:19 PM
From: E_K_S	1 Recommendation Respond to of 78627

Hi Grommit - Nice job on staying with the REIT pref. I still have not loaded up but was able to accumulate a sizable position in the BDNpC with an average price around $8/share. I do not know if we will get another chance at the all time lows but if the Bank Stress Tests are not up to market expectations, we may get another buying opportunity for many of the beaten down stocks. Wow, those REIT common stocks you listed are all up over 20% for the day! I took a little off the table today for DU PONT E I DE NEM (NYSE: DD). This stock has had a super run ( up 65% from it recent low of $16.05/share on 3/10/09!). I plan to buy back some shares before their next xdividend date 3/11) at prices between $23-$25. At $23.50/share it pays a 7% dividend. I am looking to error on the conservative side and will play a bit of defense until I see a summer rally. BLACK HILLS CP (NYSE: BKH) is one Paul has been buying which I like. It has had a very good run for a utility up 26% from its recent lows. I am looking to start a position at $15-$17 which would yield 9% if they maintain their dividend. Good work on your YTD returns. I have not checked my YTD totals (I still may be off about 3%) but the portfolio is doing very good (being overweight in oils) which is now up over 20% from the March 9, 2009 low. EKS