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

To: Paul Senior who wrote (37950)	5/20/2010 7:02:24 PM
From: Madharry	Respond to of 78462

gfre down over 12% today selling for $8 i would never have thoght this possible. Dont know what Mr. market is seeing here that i overlooked.

To: Paul Senior who wrote (37950)	5/21/2010 1:55:00 PM
From: RumbleFish	Read Replies (1) \| Respond to of 78462

On a recovery day for most stocks TAXI still going down and on extraordinary volume for them. About 6X average so far.

To: Paul Senior who wrote (37950)	5/21/2010 5:03:28 PM
From: Madharry	Read Replies (2) \| Respond to of 78462

i bought a little atpg today. not sure how long i will be holding it. looks like i can play for short term gains again to offset some short term potential losses. GFRE and GS continue to be screaming buys for me. wish i had more cash to spend now. Im anxiously waiting for the latest on MFCAF. they should be releasing numbers within the next 10 days or so. I figure MFCAF atusf and GS are sitting on boatloads of cash which they may be deploying as we speak. the junior metals market has gotten demolished over the past 10 days. MFCAF is making a big investment into a LNG producer in India -Canoro resources.

To: Paul Senior who wrote (37950)	5/26/2010 10:25:06 AM
From: E_K_S	Read Replies (3) \| Respond to of 78462

Hi Paul - RE: SUPERVALU Inc. (SVU) Been thinking about adding to my position. I like the defensive nature of the grocery business. Reviewing their balance sheet, SVU's debt is still very large (even after the sale of several stores). - The company is very profitable and now selling at 7 PE (1/2 the PE of competitors). Analysts have SVU earning $1.92/share for 2012. - EBITDA/Debt 3.41 (pretty large but I suppose manageable) - Operating margins at 3.14% pretty good and reflect their excellent warehouse & distribution network. I will maintain my position (Avg cost around $14.00/share) but will pass on adding new shares. I must stay w/ companies that have a low debt profile in the current environment. However, w/ their new CEO (recruited from Walmart - Craig Herkert CEO bought 25K shares at $14.75/share in Jan 2010), the sales of more stores and their excellent warehouse & distribution infrastructure, SVU seems to making positive progress. The stock is a good gainer today up almost 4%. EKS