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

To: Paul Senior who wrote (34844)	7/9/2009 11:45:42 PM
From: Spekulatius	Respond to of 78958

HON, ESL KMT - Not a bad idea to stick with what you have rather than opening up too many stub positions. the biggest risk is macro anyways, IMO. I am still fishing for a first batch of HON shares though. in the meantime , I bought a few ESL, an aircraft supplier. Cheap valuation and it has come down due to Boeing 787 woes (they are supplier for this program). They also have spare parts, military business and supplier Airbus 350. They have continued to buy some smaller companies here and there. Valuation is pretty low: finance.yahoo.com