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

To: Spekulatius who wrote (35287)	9/3/2009 3:12:53 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78740

Most of my utilities down today; fill for me for more D. Closed teen clothing retailer ARO. Added to stub FDO on it's earnings miss. Added to bdc FSC. Small buy of Chinese FSIN. This company is a "global manufacturer and innovator of copper-clad bimetallic wire used in a variety of telecommunication, utility, transportation and other electrical applications." Not a great quarter; I'm betting further quarters will benefit from "the Chinese government's stimulus package and 3G network infrastructure buildout." Cash about equal to debt. (A margin of safety). Company not the bargain it once was, given its current p/e, b/bk and roe. Therefore for me, in only for a few share bet. finance.yahoo.com finance.yahoo.com