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

To: Paul Senior who wrote (37084)	3/26/2010 1:15:31 PM
From: Grommit	Respond to of 78704

> I don't see any common stocks like oil/gas, consumer, etc. That a planned defensive move? I think I stumbled into this portfolio mix. I bought pref shares a year ago at 1/3 the present price and held on. Don't see a reason to switch. The dividends are very safe, and LXP got safer today. I am around 8% utilities and 10% other. Other includes oil and odds and ends. I am avoiding gas. I think it is time to buy more energy stocks. Nice Low PE's and peak oil issues should return. Other = DO NXY MRO CVX SVU ARO KMB SKH plus a few small nits. Sold SHAW today.