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

To: E_K_S who wrote (43091)	6/24/2011 11:43:36 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78519

SEP. Your post reminded me to look at Spectra. That's led me now to SEP. Have you (or anyone else here) looked at that one? finance.yahoo.com spectraenergypartners.com

To: E_K_S who wrote (43091)	7/5/2011 9:30:22 AM
From: E_K_S	Read Replies (1) \| Respond to of 78519

Re: Southern Union Co. (SUG) Energy Transfer Equity LP (ETE $45) sweetened its bid to acquire Southern Union Co. (SUG $40) to $8.9 billion, substantially topping Williams Cos.' (WMB $31) $5 billion offer it made for SUG on June 23. Under the terms of the deal, SUG shareholders will receive $40 per share in cash or 0.903 shares of ETE for each share owned, and would create the largest natural gas pipeline operator in the world. SUG Chairman and CEO said the combination would be highly complementary, provide a broader range of services and market access, and deliver superior value to shareholders.

To: E_K_S who wrote (43091)	7/21/2011 11:24:52 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78519

Hi EKS. Some of my utility stocks are interwoven with pipeline businesses. This tactic you mentioned - "Any forward PE under 13 becomes a Buy candidate and over 15 is a Sell candidate" - I find does appeal to me. Even though it does seem a little bit like pure trading. Anyway, following your 15-13 tactic, I've sold more CNP, and look to buy more AGL, I'm tired of chasing it up, so I just put in a market order for a tiny few more AGL shares. I'll add more AGL if/as AGL drops back. =================================== Terrible day to buy stocks though (Dow up 150). Well, maybe except for Pepsico (PEP), which I show as my biggest $ loser today: finance.yahoo.com Not sure what I'll do with this one, my choice being either to just hold or to add a few more shares. Likely I'll just hold. Stock is inexpensive on a number of metrics. Although as discussed here, may almost be a value trap.