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


To: E_K_S who wrote (34257)4/22/2009 2:21:48 PM
From: Paul Senior  Respond to of 78627
 
No interest by me in buying any of the technology stocks you mentioned at current prices.

I am holding though small shares of several, namely NOK, IBM, INTC, and GLW.



To: E_K_S who wrote (34257)4/24/2009 12:54:59 AM
From: Jurgis Bekepuris  Respond to of 78627
 
Out of the stocks you mentioned, I hold a large position in GLW, large position in NOK, small position in PBR, somewhat medium position in MSFT. I have huge position in oil E&Ps, but not in the companies you mentioned.

Unfortunately, almost nothing is as good a buy as it was in the lows... I think GRMN is still a great value. If I had tons of free cash, I'd still buy MSFT, GLW, maybe NOK from the ones mentioned. And still a lot of E&Ps.

Good luck



To: E_K_S who wrote (34257)9/10/2009 1:58:56 PM
From: Paul Senior  Read Replies (1) | Respond to of 78627
 
I'll chance some shares of ERF.

I am very leery of e&p companies with nat gas/shale emphasis. Maybe ERF with its oil component and good distribution yield (if it continues), might be okay.

ERF has now been able to raise $225CDN through an equity offering to buy into Marcellus shale, so maybe somebody knows what they are doing.

I'm in and will try to monitor closely.

finance.yahoo.com