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

To: Grommit who wrote (42942)	6/7/2011 10:31:50 AM
From: E_K_S	1 Recommendation Respond to of 78748

Hi Grommit - With Apple's announcement yesterday regarding their Cloud development strategy had both COR and DLR green on my screen. The sector continues to remain hot in an otherwise sour market. Pretty positive development for CoreSite Realty Corporation (COR) sacbee.com 8:02AM CoreSite and Interxion (INXN) announce transatlantic cloud computing data center alliance (COR) 16.75 : The alliance addresses dual-continent demand from cloud companies looking for data center space in the U.S. and Europe as well as cloud customers of both companies looking to expand internationally. The transatlantic cloud data center alliance reduces the risks and challenges involved with international data center sourcing between the U.S. and Europe with CoreSite and Interxion providing a seamless sourcing process and similar cloud-optimized peering/network access and colocation environments. For other Value Investors, here are the Yahoo profiles for my two favorite REIT data centers: finance.yahoo.com ----------------------------------------------------------------------- My account allocation is pretty much like yours but lighter in the REITs and heavier in Oil & NG assets. I have moved about 20% of my utility monies into high yield preferreds and using the remaining proceeds to buy those data center REITs and Ag stocks. The Ag play is a multi year value play IMO. Forward PE's are still quite attractive. These are the Ag companies I have bought and/or are on my buy list. All are value plays except AMHPF which is a speculative Brazil fertilizer (Potash) mine. NOT FOR the value portfolio but better than betting Red or Back. finance.yahoo.com EKS

To: Grommit who wrote (42942)	7/8/2011 4:21:53 PM
From: E_K_S	1 Recommendation Respond to of 78748

Hi Grommit - Re: Bunge Limited Bunge Limited (NYSE: BG) - dividend paid quarterly Penn West Petroleum Ltd (NYSE: PWE) - dividend paid monthly GSTpA 8.62% Pfd - dividend paid monthly Peeled off a few shares of PWE and bought more BG w/ equivalent amounts of GSTpA so I generate the same net dividend income stream. PWE is a Oil & Gas company that yields 4.7%. BG an Ag stock that yields 1% and GSTpA is a NG E&P preferred yielding 9.4%. The combination of BG & GSTpA should provide a better capital gain opportunity than holding PWE. This brings down my PWE holding From a Top Six position to a Top Nine position in the taxable portfolio. I am also looking at doing a similar pairing (ie lower yield high growth w/ high yield preferred) w/ Devon Energy Corporation (DVN). CoreSite Realty Corporation (COR) is a good candidate for this strategy as well when I look pairing the allocated money with DFTpA. I also want these higher growth low yield candidates to have little or no leverage LT debt and a low PE. Both BG and DVN fit this criteria to a tee. I think both stocks could see $100/share in 18 months representing a potential 40% gain for BG and a 25% gain for DVN. EKS