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

To: Madharry who wrote (38389)	6/29/2010 8:38:43 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78728

Market down 268, time to buy stocks. I did anyway, making adds to these positions: EONGY. Euro might fall or fail; this broad-diversified utility won't collapse though. (or so I am betting) Ithaca Energy (IACAF). Sells below npv10. Recent additional reserves from its Stella field. Stock is reported on by LoneClone at Bosco & Crossy thread: Message 26603834 XOM. 12-mo. low today TOT. p/e; div yield. PLND. ETF for Poland. Some PLND detail here: etfdb.com New positions started: Lubrizol, LZ. Forward low p/e. (No claim by me though that this is a value stock at current price.) ROE is good now; in past few years it has not been. (So, perhaps LZ good roe is not sustainable.) Small bet by me, stock will recover here. Breitburn Partners LP, BBEP. Distribution yield about 10% annualized based on its recently restored distribution. breitburn.com Positions stopped out of: Ha. None of course. "Fear? That's the other guy's problem." Louis Winthorp III