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


To: Spekulatius who wrote (44088)8/26/2011 8:57:47 AM
From: Wallace Rivers  Read Replies (3) | Respond to of 78835
 
Anyone looking at AMAT (I am, this would be re-entering, have traded several times). 3% div. yield, goes ex 8/29. Reversion to mean play in the mega cap space.



To: Spekulatius who wrote (44088)8/26/2011 10:22:08 AM
From: reno41 Recommendation  Read Replies (1) | Respond to of 78835
 
I also think WEB investing in BAC is good for the shareholders. I like this blogs analysis brontecapital.blogspot.com. I purchased some 2013 call options al la Greenblatt purchase of Wells Fargo options described in his book You Can Be a Stock Market Genius. I have a good feeling about this because following Buffett into Wells Fargo was my first stock purchase (Greenblatt bought the options at this time but hadn't written his book yet). I wanted to buy Brk but couldn't afford it as a student. I have been hooked on stocks ever since:)



To: Spekulatius who wrote (44088)8/26/2011 12:57:48 PM
From: Jurgis Bekepuris1 Recommendation  Respond to of 78835
 
OT: I'm in Brussels for a week. Gonna go demonstrate at Euro parliament. "Fluck the Euro!" :)

I flew through Dublin. The press is somewhat positive that Ireland will recover as compared to Greece/etc. Irish agricos are doing well presumably. RE is still in shithole though, resales at <400k for 1.2M bubble houses. Aer Lingus service was great, partially because I got an exit seat with tons of legroom. :)