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

To: Madharry who wrote (44176)	9/1/2011 2:26:44 AM
From: Spekulatius	Respond to of 78694

re BK - yes I own too much of it at higher prices <ng>. I think Kelly dropped the ball in recent years - he did OK during the financial crises but facilitated acquisitions that turned out to be with no synergies to show for so they turned out to be dilutive. He simply failed to adjust BK cost base to the new normal. I believe BK is a great value here - as a trust bank they don't have much credit risk and if interest ever go up earnings should go up significantly. I think a new CEO is needed and ought to be able to do better.

To: Madharry who wrote (44176)	10/27/2011 2:16:27 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78694

MIL: Hi Madharry. When the market's up strongly like now (Dow +330!!), and 95% (or more?) of all stocks are up, and I look at one of the few stocks that are down on no news, I get the distinct feeling that if that stock can't move up on such a day as today, it ain't never going to move up. I'll add to a little to my MIL position now. If some good news relating to its businesses might happen, eventually the stock price might improve. finance.yahoo.com mfcindustrial.com