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

To: Spekulatius who wrote (38757)	8/10/2010 9:38:41 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78753

Any writeup on ITT? What's attractive, what's problematic, what are your targets, etc? What do you think about CAS sale finance.yahoo.com ? About management overall?

To: Spekulatius who wrote (38757)	8/12/2010 1:05:15 PM
From: Kapusta Kid	Respond to of 78753

Took an opening position in HCBK yesterday. With the price drop this AM, I doubled up. Hopefully, the bank will perform as it has for the past 10 years and all we'll have to do is figure out how to deploy the dividends.

To: Spekulatius who wrote (38757)	8/19/2010 10:14:02 AM
From: Spekulatius	Respond to of 78753

ALTE - bought a starter in ALTE, a diversified insurance company and one of Dale Bakers picks. As many others trading at below tangible book and a low PE.