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

To: Paul Senior who wrote (43785)	8/8/2011 3:40:16 PM
From: Spekulatius	Read Replies (4) \| Respond to of 78748

Long buy list MAN.DE Brk.b AMAT (resold already) YPF SEMG MRO MGDDY (Michelin) Sold STT and some regional bank shares that actually were up today. This is as bad as I have ever seen. Cash is approx. 19%

To: Paul Senior who wrote (43785)	8/8/2011 4:08:23 PM
From: E_K_S	1 Recommendation Respond to of 78748

With the market down over 631 points (-5.52%) my portfolio heavy in Oil is down over 7.47%. Used up all of my cash in the account with several fills at the close. Got fills in MDU, DLR and OME. Moved a big chunk of cash from the credit union to the brokerage cash account so I should have funds to draw on at the open tomorrow. finance.yahoo.com It's like a kid in the candy store with so many excellent Buys (at least when compared to the 1 year and 2 years numbers). Several of my 3 year charts are showing potential buys setting up. These are the levels that I expect to be buying into tomorrow. EKS

To: Paul Senior who wrote (43785)	9/9/2011 10:05:23 PM
From: E_K_S	Read Replies (2) \| Respond to of 78748

The Five Best Plays in the Next Big Mispriced Asset Class: Water Justin Rohrlich October 12, 2010 12:30 PM\| hackettadvisors.com ---------------------------------------------------------------------------------------------------- Stocks mentioned in the article: finance.yahoo.com Paul - You have been a buyer of a few of these over the years. FWIW LMNR - Company has filed a shelf registration for $100,000,000 of stock. Huge share dilution. Money to help finance real estate venture. google.brand.edgar-online.com EKS