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


To: Paul Senior who wrote (37732)5/4/2010 11:37:57 AM
From: JakeStraw  Read Replies (1) | Respond to of 78669
 
>>I'll up my oil positions a bit more

I am looking at PEO; sells for a nice discount.



To: Paul Senior who wrote (37732)5/4/2010 2:09:42 PM
From: Spekulatius1 Recommendation  Read Replies (2) | Respond to of 78669
 
re TOT@52.3$, ADM@27.12$, BAX@45$, SNY@33.12$ - quite a few adds today. I hope I am not buying at the brink of a disaster here, it certainly feels this way.

Peeled of a little bit of SKH here.



To: Paul Senior who wrote (37732)5/5/2010 8:17:55 AM
From: JakeStraw  Read Replies (1) | Respond to of 78669
 
>>Have to look closely to see any green. PFE and BMY of all things

PFE - Lipitor comes off patent this year; their pipeline looks weak; and there's a buzz of a posssible dividend cut...



To: Paul Senior who wrote (37732)5/7/2010 11:41:48 AM
From: Paul Senior  Read Replies (2) | Respond to of 78669
 
Looking for a croissant to go with my morning coffee.

Given fills today for more FTE and more TOT.

Nice div on Total relative to other large international oil companies. Stock near a 12-mo low.
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Already having regrets. FTE, I'm not so sure of. High competition, regulation, saturation in Europe(?), only a maybe for growth in Africa. Dividend not so great. I will keep small position small.

TOT. Too cowardly this morning with only a few share buy. That dividend seems to be safe, and unless there's a sustained drop in oil prices, I have to believe TOT stock cannot remain at its current low price.

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