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

To: E_K_S who wrote (42213)	4/8/2011 2:26:27 PM
From: Grommit	Read Replies (2) \| Respond to of 78667

pref. thanks to all who posted! Paul -- I already own CWH-C. it is only paying 7.1%, however my cap gain is too large to sell. bought at $9. Dale -- PEB-A looks nice at 7.8%. Bought some. I also own hotel AHT-A at 8.6% (AHT has more debt). Thank you for posting. I sold all FR-x when they threatened to suspend the pref dividend a few times. Own MHR-C at 10%, MHR-D is 8%. Are they going to redeem the Cs? EKS -- GMXR preferred. Bought a little. FYI -- my largest holdings: LXP-D, 7.9% and selling under par. DFT-A near par at 8.1% BRE-D under par, 6.9%, but low risk apartments.

To: E_K_S who wrote (42213)	7/21/2011 6:56:15 PM
From: E_K_S	Read Replies (1) \| Respond to of 78667

Re: El Paso Corporation Common Stoc(NYSE: EP) - acquired @$7.60 9/03 - peeled off a few shares Marine Harvest ASA (MNHVF.PK) - added to position. Peeled off some EP shares to buy Marine Harvest ASA (MNHVF.PK). This was one of those long term holds (almost 8 years) that netted 165% return or about 20% per year. It also paid a small dividend during the period. Marine Harvest is a speculative Buy for me and I am adding to an already losing position. You generally want to buy this when you think salmon prices are at their low for the cycle. This one may not be classified as a true "VALUE" stock but their operation is very efficient. Net earnings is driven by the price of the commodity and that price (for me) is coming into value range again. A five year chart of salmon prices shows that current prices are now close to their five year average of $5.50/Kilo. The July Fish (salmon), Farm Bred Norwegian Salmon, export price, US Dollars per Kilogram is just under $6.00/kilo. indexmundi.com I may be a bit early but the position is small and the stock is off more than 50% from my earlier buy. According to the Womack article that Paul Sr. posted, "...The lower he could buy the pigs, when the pork market was depressed, the more profit he would make when the next seller’s market would come along...." . My timing may be off a bit but salmon prices are pretty depressed now so I bought a few. I am not ready to load up the truck on this one yet, but if salmon prices get into the low $4.00/kilo range, I may double up my current position. EKS