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

To: Paul Senior who wrote (43667)8/1/2011 3:56:25 PM
From: Grommit1 Recommendation  Read Replies (1) | Respond to of 78530
 
What areas or stocks do you like better?

I have not found anything new lately.
Top pref stocks are LXP-D, DFT-A, BRE-D.
Top utilities are NEE, AGL, NI, ATO.
Top reits are GOV, AHT, BDN, LXP, COR, DLR, OFC.
Top other: CVX, BG, KMB.

I had another pref stock get called, DRE-N. That's six now. And I talked myself into selling the rest of my LTC today. sold at 25.95 at 25.40 now. :o)

still in safety mode:
cash 3.1%
pref stocks 46.2%
utilities 10.5%
reits 27.8%
other stocks 12.4%
total 100%

overall dividend yield 6%
portfolio up 7% ytd
NYSE < 1%



To: Paul Senior who wrote (43667)8/2/2011 12:23:48 PM
From: E_K_S  Read Replies (1) | Respond to of 78530
 
Hi Paul - What Steel stocks are you looking at?. Any domestic companies? On Bloomberg this morning, there was mention of the large demand for steel pipe used by the E&P companies developing the domestic shale reserves.

A quick look at the domestic steel companies that have a forward PE of less than 10 came up with this list.
finance.yahoo.com

I want to find those companies that produce pipe for the Oil & Gas industry. Any ideas?

EKS


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