Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Spekulatius who wrote (34912)	7/23/2009 8:47:29 PM
From: Paul Senior	Respond to of 78666

It's terrible that I'm so transparent. -gg- Closing in on a full position. Scary though that analysts seem to be united in predicting increased earnings next year, finance.yahoo.com, that ABT is a relatively low-priced dividend darling, finance.yahoo.com, and yet the stock drops near lows when so many,many other stocks have recovered at least somewhat. Perhaps the insiders or smart money know something's amiss at ABT. From what I see though, and how I buy, I have to bet the stock is undervalued and that it will recover from these lows. Historically, the stock performance has rewarded: finance.yahoo.com Still, at this point, I'm apprehensive that I have as large a position as I do.

To: Spekulatius who wrote (34912)	7/24/2009 12:03:36 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78666

Today is harvest day: Trimming UL & NSRGY (only a little) , selling AGL, SCG & ESL and some other smallish positions. Back to about 50% cash.

To: Spekulatius who wrote (34912)	7/24/2009 11:08:49 AM
From: MCsweet	Respond to of 78666

ABT, I bought some on the open, ty. I have been transitioning my portfolio into higher quality, dividend-paying large caps and into 3rd party trust preferreds (basically bonds traded on exchanges, PIY a recent posted example) in my IRA account. After living through last year and not optimistic on a big run from here, I want to be conservatively positioned, but my money market pays essentially nothing, so not inclined to sit on a hoard of cash. Maybe I should take a longer view and hold more cash in order to take advantage of opportunities later in the year, but I feel stupid paying my mortgage and earning nothing on my cash. At the same time, my 4.5% 15-year mortgage seems too cheap to pay off. MC