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

To: E_K_S who wrote (36629)	2/8/2010 3:35:26 PM
From: Madharry	Read Replies (1) \| Respond to of 78748

well without knowing i that i purchased MS on friday and VALE today, as well as some FCX and some ME , I wish i had waited till the pm on all of them.

To: E_K_S who wrote (36629)	2/10/2010 12:43:35 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78748

I own some VALE, but I'd not add here. TCK is somewhat interesting, though I am not particularly excited about coal, copper, zinc. MT is trading below book (but above net tangibles) and below sales, but again the company is way too dependent on global recovery (and global steel recovery). I am generally bullish on China, but I am not sure the steel (and coal) demand will increase a lot there. It will do great if there is a strong industrial recovery. I hold JNJ. Not a great buy here, but possibly OK conservative buy.