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

To: Paul Senior who wrote (42972)	6/10/2011 3:54:36 PM
From: sjemmeri	Respond to of 78715

Recently started new position in DEST Destination Maternity.

To: Paul Senior who wrote (42972)	9/12/2011 4:43:15 PM
From: Paul Senior	Respond to of 78715

Auto stocks: Added another few shares to my position in auto retailer Sonic Automotive (SAH). Low p/e, low p/sales. ========================= VLKAY.PK (Volkswagen) remains my favorite among the auto manufactures. In now for a speculative position in Ford (F). Very difficult for me to build a value case on its metrics. One positive is that management expects to receive investment grade status, and that it would then reinstate its dividend. siliconinvestor.com Company seems to be doing well with its car/truck lines. Maybe Lincoln the exception. That line is supposedly being reinvigorated with upcoming models. Had I any courage, a pair trade possibility would be a short of Honda (HMC) which I mentioned before (at a higher price though). This company has fallen in a number of ways: Its new Civic has been panned by critics, and is not selling well I am hearing. HMC is behind in some of its technology, i.e. 5-speed auto transmissions when competitors are putting out 6-speed or more (8-speed on some new Chrysler models). And engines. Honda, known for its capability in engine development and production, seems to me to now trail Ford.