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

To: Madharry who wrote (35412)	9/19/2009 7:15:19 PM
From: Spekulatius	Read Replies (4) \| Respond to of 78748

Madharry ,the VaR discussion is an interesting one and the potential abuse on of the reasons why I think that derivatives need to go to an exchange. Assuming there is a real market there, at least the value part of the equation should be straightforward. The other argument in favor of moving as many financial instruments to an exchange is that the clearinghouse functionality prevents a chain reaction of default. it is very telling that the big brokerages (JPM, GS) are working hard to prevent move towards an exchange for those derivatives. Paul couldn't have picked a better time to go on vacation. Markets are calm and moving up 0.5% every day like clockwork - plus it's September <g>.

To: Madharry who wrote (35412)	9/28/2009 9:27:43 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78748

Okay, back at my computer now after a short vacation in southern Sweden and Copenhagen (aside: Very nice time, and I liked the areas/people/food and small cities, esp. Ystad (site of Wallender mystery books/movies)in Sweden. Dollar really doesn't go very far at all though, and that I expected in expensive Scandinavia and in looking at other exchange rates (Euro/Pound). Couple "of-course"'s and surprises: Yes, everybody we talked to over the age of 6 spoke English, but surprise was communication still a little troublesome because nothing or very little is written in English in public places, ie. in advertising or menus posted outside of restaurants. TV stations are few at the hotels we were at. BBC World news was poor, esp. for business. Surprised no CNN. Yes citizenry bicycle - apparently all ages and social groups - surprised though at the amazing number of bicycles parked everywhere (and some available by the gov't for free use with a refundable deposit). And yes, many tall good-looking blond women (I liked that) and big athletic-looking guys. Only very few overweight people compared to USA or even compared to supposedly body-conscious California. Surprised seeing how many people still smoke though.) Market opening in a couple of minutes. Have finished placing orders. I'm going to build up position in ADM again if it continues to drop. Reversion-to-mean: p/e of 10 is too low compared to past years' averages. Company has nice history of raising dividends (although yield now is small at 2%). finance.yahoo.com