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

To: E_K_S who wrote (38537)	7/16/2010 7:43:42 PM
From: rllee	Read Replies (2) \| Respond to of 78740

EGAS chart looks good but it is hitting against a top of 13+ established between '07 and '08. Is there any near-term catalyst that may get the price over the top to new highs. Interested but leery of illiquid microcaps that drop as fast as they can rise. Yield and PE also looks good. JMHO.

To: E_K_S who wrote (38537)	7/17/2010 1:02:18 PM
From: blankmind	Read Replies (1) \| Respond to of 78740

Just read the last 100 or so posts on here... what i don't see are much techs... e.g., goog, ebay, intc, bby, rimm, etc... which I think are all tremendously undervalued, i.e., all trade under 20 p/e's, with relatively high book values

To: E_K_S who wrote (38537)	7/21/2010 9:54:23 PM
From: E_K_S	Respond to of 78740

Re: Exxon Mobil Corp. (XOM) 04:19 PM 07/21/10 UPDATE 3-U.S. large-cap stocks undervalued, Miller says * Says large-cap stocks undervalued versus bonds * Sees "once in a lifetime opportunity" * Exxon Mobil yields more than 10-year Treasury cs.schwab.com From the article:"... "U.S. large capitalization stocks represent a once in a lifetime opportunity in my opinion to buy the best quality companies in the world at bargain prices," Miller wrote. "The last time they were this cheap relative to bonds was 1951. I was 1 year old then, but did not have then sufficient sentience or capital to invest." Miller, who runs the $4 billion Legg Mason Value Trust fund, offered Exxon as an example of a company that was undervalued...." ================================================================ Interesting to note that Miller's fund top 25 did not include Exxon. I wonder if he was recently buying for his value fund. EKS