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

To: Spekulatius who wrote (34916)	8/10/2009 7:35:43 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78666

Spekulatius and others who might consider big European-based multinationals: Fwiw, I'm a buyer of a few shares of Sodexo. ("Sodexo, Inc. is the leading provider of integrated food and facilities management services in the U.S., Canada, and Mexico, serving 10 million customers in 6,000 locations every day.") sodexo.com finance.yahoo.com sodexo.com Maybe considered more gaarp stock than value stock. Earnings have held up pretty well in past year. Stock, although it's moved up recently, is still below previous highs. Perhaps business/earnings will slacken with fewer meals being served to fewer employed workers. Given size and scope of company, hard for me to see collapse of business. And if business results haven't cratered by now, they just may not at all.

To: Spekulatius who wrote (34916)	10/30/2009 12:03:56 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78666

NSRGY (47.15$) AYE (24.1$). I Sold my NSRGY position in my IRA account (keeping a substantial position in taxable accounts). Almost a 50% gainer for me. Quite amazing what a food stock can do without any substantial change in outlook. I bought just a little AYE (electric utility). That was just about he only stock down today. They do have quite a bit of coal plants (with some build in advantages, as management claims) but also quite attractive regulated and transmission assets (the latter is where they put a substantial part of their investment $ in).