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


To: Madharry who wrote (40712)12/19/2010 9:22:06 PM
From: Wallace Rivers  Respond to of 78753
 
CSCO has been a recent purchase, I also own, along with others on the thread, EXC. EXC should get some pop if the cost of electricity and Nat. gas were to go up.
Looking at BBY at lower prices. Having its web site down for several hours during this season doesn't make the story more compelling, however. Thus, a lower entry point may present itself.



To: Madharry who wrote (40712)12/20/2010 12:56:57 PM
From: Grantcw  Read Replies (2) | Respond to of 78753
 
Hello Madharry,

Here's my list of companies I'm still considering buying shares of these days that I still think are in value territory:

TOT, E or DKA (I just think the international energy sector overall is still pretty cheap)
CSCO
MSFT
SVU
GLW

Thanks,

Grant



To: Madharry who wrote (40712)12/21/2010 11:44:20 AM
From: Shane M  Read Replies (3) | Respond to of 78753
 
Madharry, as weak dollar stocks an international positions that is interesting to me is CHL China Mobile, but it's weak now. I'm also in TEO Telecom Argentina, and if I was more confident about what was going on w/ the euro TOT Total S.A. in France.

I think if I could get Freeport McMoran to cooperate and drop a bit in price for me FCX would be added to my portfolio. Peter Schiff recommends Austrailia as a place to go shopping in an inflationary, weak dollar scenario world, but I can't remember the ETFs.