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

To: Jurgis Bekepuris who wrote (42607)	5/12/2011 1:59:14 AM
From: Shane M	1 Recommendation Read Replies (1) \| Respond to of 78464

Have you done in depth dd on TEO? Most of my investments are driven by a more quantitative qualification approach than case specifics, and on TEO I "like" the story, but it wouldn't even be on my radar if not for the qualifying metrics. I don't have a huge position, but I do like the growth they're showing and just general market opportunity. It gives international diversification which is a part of my portfolio goal. The dividend is very nice - although in the CC they said they might hold it in the forthcoming year as some spectrum is coming up for sale and they're wanting to bid aggressively. the stock didn't react well to that indicating to me that alot of investors are in the stock for the divy, but in the context of what I perceive as a longer term growth story I'm really fine with it. They're good allocators of capital. The market did not respond well to increased talk of government intervention in managing the pensions earlier this year - so you're right that's a very real risk - kindof same thing that holds down companies like PBR that otherwise look great but have the govt intervention thing always hanging over them. AS far as the currency - I'm not smart enough to figure out risks on those, but my general thought is many of the developing countries should have stronger growth than the U.S. and my guess is that there's in aggregate a better than 50/50 chance that the dollar gets weaker over time vs. most world currencies. I've made a conscious decision to give a high % of my assets international exposure because I don't trust the US dollar's ability to maintain value. re DO: the drillers have disappointed me. I do believe the world is going t be energy hungry - and the Japan situation really diminishes nuclear potential imho. I just can't figure where the right energy play is. I think solar becomes very competitive in the next 4-5 yrs given expected scale/cost reductions, so it'll start picking up some of slack, but otherwise I'm not sure. Battery tech makes sense but none of those companies have crossed my radar recently, maybe PWER, but I didn't seriously look at it. on the healthcare stocks - i do feel like I'm in the line of danger on these, but I guess I'm sortof OK with LHCG as home health should benefit from cost saving moves and based on my parent's example it's way better than being in a hospital. MDF is just a tiny small cap but it actually scores #1 on my rankings of all stocks right now (or it did last time I ran them a few weeks back). I'll probably take some profits since I recently doubled up on a pullback, but they just seem very well run and low valuation baked in. USNA - the MLM angle kept me out too - but I got lured back after I saw Avon's excellent earnings and I saw that as foreshadowing that this type of stuff might be doing very well right now. Glad I stayed away though as I think I saw top leadership just quit - problems over an acquisition and move into China marketplace.

To: Jurgis Bekepuris who wrote (42607)	5/12/2011 10:54:34 PM
From: Keith J	Read Replies (1) \| Respond to of 78464

Is AAPL expensive? I keep looking at pairing AAPL long and AMZN short, but haven't pulled the trigger yet. If AAPL can't grow, how will AMZN which has a huge PE (not to mention their potential sales tax issues). AMZN earnings expectations are down, whereas AAPL continues to beat estimates. Yet AMZN is outperforming. KJ

To: Jurgis Bekepuris who wrote (42607)	5/13/2011 3:18:09 PM
From: Streak324	Read Replies (1) \| Respond to of 78464

Jurgis, why wont you buy medicare companies?