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

To: Paul Senior who wrote (44071)	8/24/2011 3:07:13 PM
From: E_K_S	Respond to of 78523

I pulled the trigger on a bit more SVU. Hopefully they have hit their low on today's low volume. Citicorp came out with a down grade and a $8.00/share price target. SYSCO the food company was rumored to looking at SVU's wholesale distribution business. I have that division valued between $2.00 - $3.00 per share. Don't think they will sell but it could be spun off to shareholders as a separate company (once overall SVU debt is paid down to a manageable level). I see the two pieces worth more separately than at the bundled $6.80/share price. Cleaned house on harvesting some losses on MHRpD with a small sell and an equivalent Buy in GSTpA. The yield on the GSTpA is 11.1%. I will hold for at least 31 days and if I can reenter the MHRpD at a lower price than $43.00/share then I will stay with GST. I own common shares in both MHR and GST. I am satisfied with the GST preferred shares more so than buying anymore of the common. The Utility pipeline companies continue to perform well especially those that have a high yield. AGL is holding fine. Unfortunately, the many I sold have not fallen back to buy zones including : UGI, LG, NI. I see a big bonanza in these pipelines as there is the need to move Oil & Gas from all of the new shale wells to the Gulf for processing and/or shipment to Europe. There was some discussion that rail is an alternative w/ only a $6/barrel premium to get the oil to the coast. Maybe will investigate the rails for an entry point as they continue to grow even with a slow economy. I sold my tank car leasing company (GMT) but I think I prefer the rail companies since it includes coal and grain commodities which are actually growing in transport volume. Both SEP and TCLP own the interstate pipelines that should see growth from the boom in shale gas. I missed buying TCLP below $40/share so, that one is still high on my list. I was lucky to pick up Buys on MDU at $18.87 earlier this month but only got 1/2 of my original order. Right now it is money management for me, harvesting losses and picking up a value buy here and there. Fortunately, I have a lot of gains booked earlier this year that I would like to off set by losses. If I can net that out to zero and reduce my overall cost basis w/ new value buys, the portfolio should be set up well for next year. EKS

To: Paul Senior who wrote (44071)	11/23/2011 2:40:58 PM
From: E_K_S	Read Replies (2) \| Respond to of 78523

MDU Resources Group Inc. (MDU) - Foster Wheeler AG (FWLT) Market down over 223 points on a slow trading day, I added a few shares of MDU below $20.00/share. Company recently raised their dividend. Looking to pick up a new tracking position in Foster Wheeler AG (FWLT) somewhere in the $17.00/share price range. I dumped my previous tracking shares earlier this month at $20.70. At a 14% discount, it is getting back into my value range. Hopefully they will stay busy helping to build out the domestic shale fields. Foster Wheeler Awarded Project Management Support Contract for Gas Storage Project in Wyoming finance.yahoo.com EKS