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

To: E_K_S who wrote (34572)	5/23/2009 1:30:22 AM
From: Tapcon	Read Replies (1) \| Respond to of 78704

Thanks for your thorough response, EKS! It sounds like a sensible game plan to look for "hybrid" utilities. I'll take a look at OGE, which you also mentioned in an earlier post. I was in and out of BKH for a quick trade. There was a negative article I came across about BKH that scared me out of it -- but can't remember the where or why. PBR was one I should have held. Really like the commodity and resources theme these days. Heard Tim Seymour speak in Chicago last weekend. He was also touting commodities-- as well as China, Brazil, Australia and something that was certainly not on my radar: the Turkey ETF, TUR. He also liked gold and fertilizers.

To: E_K_S who wrote (34572)	5/24/2009 1:27:51 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78704

re Utilities. I like utilities because they perform in both inflationary and deflationary environment. In an inflationary environment there will be stocks that perform much better. However the same stocks will most likely perform very badly in an deflationary environment. My bet would be that we get the former but I don't know. Another possibility is that we get neither one and just limp along for a couple of years (the L-scenario). In this case utilities will do OK too and maybe show the best relative performance relative to the market. AGL is a good find, I put it on my watchlist. It's a reasonable value. I try for some at around 27$ where it seems to have some support chartwise.