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

To: E_K_S who wrote (38467)	7/9/2010 3:13:12 AM
From: Grommit	Read Replies (1) \| Respond to of 78704

EDE - I am happy to keep my shares paying 6.6% at today's prices. FR-K I may have missed the boat with an unfilled order in the low $12s. Oh well. H2O under the bridge. Congrats to others. I think there will be another opportunity here. SKH - Lucky that I sold all in April and May. I took my lumps for greener pastures. LXP - been entertaining myself buying and selling this one lately. I do not understand why it is under $8. not much else happening. market refreshingly boring these days. i expect worse to come. i just read krugman's book on depression economics. i recommend it. hold on to your hats and wallets.

To: E_K_S who wrote (38467)	7/9/2010 12:01:18 PM
From: gcrispin	Read Replies (1) \| Respond to of 78704

"I think it pays to be on the defense in this environment. It's still not absolutely clear to me that a double dip can be avoided." I agree. I've started to buy utilities or stocks with dividends. FWIW, I usually run a concentrated portfolio, so here is my breakdown. Large Cap: EXC NGG VOD Sector Play: ES PESI China: CEU GFRE Biotech: ISIS If there is a somewhat unifying theme to my portfolio, it's that I like companies with a defensible moat either through licences, patents, or sheer size. Except for ISIS, which isn't a value play, most are selling for reasonable PEs. finance.yahoo.com