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

To: Paul Senior who wrote (43849)	8/11/2011 1:30:16 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

re STT, BK. I am still scratching my head what is going on with BK. I cannot find anything that justifies the stock price deterioration based on fundamentals. I considered it a very safe bank. It is right now close to it's 2009 lows, but with much better fundamentals (balance sheet, earnings etc.). Unfortunately it is one of my largest positions. I have a buy order in for some STT at lower prices (which I hope we are not going to see, but who knows). I remain my these that the trust banks STT and BK are invulnerable to credit issues baring a total collapse of the financial system. Today I added a bit of TOT which, is nothing else, is going to be a great dividend stock. I also added a bit of IR, which is an industrial cyclical with good operating leverage. I follow you into PSS with a tiny starter position. I was not aware that besides the well know show stores, they own a few brands that may have potential (Saucony etc.). They have also improved their balance sheet during the last 2 years, yet trade at lower prices than before, except during a short period in 2008/2009.

To: Paul Senior who wrote (43849)	10/14/2011 10:23:44 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78748

STT/FLS. I am finding it difficult to step up for stocks in this current market upswing. Given past volatility, I have to believe another downswing is coming, and it's going to be more that a couple hundred DOW points in a day. And since everything seems to be tracking together, why buy anything now, when everything will be cheaper, perhaps much cheaper, in next week and/or in the following week? I hold some stocks that I liked (bought) in July/Aug and although these stocks have moved up recently, the prices are still below my cost basis. I'm interested in averaging down to lower my cost basis, so I've added a few shares today to my positions. With a view that I'm prepared to buy even more if/as the stocks fall back in the next week or so. Added to STT. Low p/stated bv, low p/e, low psr, generally rising stated bv, 2% dividend yield. advfn.com Added to FLS. "Flowserve Corporation develops, manufactures, and sells precision engineered flow control equipment." Relatively low p/e, past few years of higher roe and higher profit margins. finance.yahoo.com