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

To: Paul Senior who wrote (37437)4/19/2010 4:06:15 PM
From: ValueAmigo  Read Replies (2) | Respond to of 78748
 
anyone take a peek at seb, pigs and shipping? 1200 tang bv. hog market looking up, net cash of close to $400 mil. well run company. 1.237 mil shares outstanding.
atpg has had a nice move needs a pullback imo.
vod a good holder at 5.4% dividend and with 45% ownership of verizon wireless, another good value ne offshore driller.
Anyone have any thoughts on CNO? big discount to bv low rated, but trading at big discount and Paulson owns a bunch.
How bout nwli or kcli? hhhmmm?
why does Klarman like aoi?
This is a value website trying to jump start some deep value picks here.

Anyone else have any sleepers out there?



To: Paul Senior who wrote (37437)4/19/2010 4:09:35 PM
From: Madharry  Respond to of 78748
 
oops. i just sold my cve today paul. i had to, to try to buy some malaysian company through schwab. just seemed too good an opportunity to pass up.


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