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

To: Paul Senior who wrote (34813)	6/26/2009 12:30:55 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78740

I agree on reducing them manufacturers. These stocks have gotten way ahead of themselves recently. Earnings recovery at earliest in Y2011. They won't eat green shoots for a long time to come.

To: Paul Senior who wrote (34813)	6/26/2009 1:52:48 PM
From: Paul Senior	Respond to of 78740

Industrial manufacturers. Out now of RBC, DOV, BEZ. Order in for more UTX. Fwiw, my current positions in the sector as I categorize it, are: finance.yahoo.com

To: Paul Senior who wrote (34813)	7/31/2009 12:04:34 PM
From: Paul Senior	1 Recommendation Read Replies (1) \| Respond to of 78740

Diversified industrials. Fwiw, decided I would rather have more UTX and less of ETN, and I have made those changes today. ETN has a relatively high forward p/e of 17. UTX has a relatively low forward p/e of 12. Realizing that not only is this overly simplistic, but possibly on its basis to be an incorrect way to evaluate and/or compare stocks. Relative investing being risky, and relying on analyst consensus predictions being very dangerous, if not foolish.