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

To: gcrispin who wrote (34709)	6/6/2009 1:51:15 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78744

gcrispin: My comments, fwiw: I can't figure GE. So complex, can anybody, really? At current price, maybe still more short than buy, I am guessing. Looking back, I see you've liked these waste utilities, and have done well with them --WMI, RSG, etc. Sorry I missed that sector completely at stocks lows. PRSC way too tough for me at a scan of it. More sale than buy, it looks like to me, bwdik. GFRE, CNOA, CHFI, and SNEN. I have GFRE. The other three I can't get enough info at a scan to understand. So I'll pass unless others here provide more info. I am hoping the sales overhang with AWK is disappearing - at least for a while - with the recent stock offering. I have a gtc order in to buy more low 17. I didn't and don't expect it to drop back again to Spekulatius' under $17 buy-more price. I do note June 2 insider buy (I call it substantial for a utility person) at $16.70-$16.80. Not much to add to the conversation about HOO. HOO first mentioned here by EKS. Spekulatius followed up with some positives. Imo, you either see HOO and want it, or you don't. To me, it became and still is, an obvious buy. I started buying at $3.76 and added as stock fell. The big question for me, and more so now that I have more shares - is just how much risk (position size in portfolio) am I willing to take with HOO, a company which only has a few years of public history? We are talking about a dink company that has to have people adept and astute enough to manage geographically dispersed operations with both technical and political components. (Other issues too, e.g. a British company so earnings in pounds thus there's the exchange rate to consider. Smaller issues to me though.) I am still weighing all this as I consider adding more to my still small position. ------------------- (Pages you are referring to in the Cascal link are found in the Apr 09 Investor Presentation.)