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

To: Spekulatius who wrote (44842)	10/6/2011 11:02:33 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78670

Interestingly TOT and E have already touched or even went lower than 2009 lows. Almost no other oil companies have such bad performance. FWIW, I agree with your TSCDY assessment. Disclosure: I have some TOT. I'm not sure I am going to add though.

To: Spekulatius who wrote (44842)	1/13/2012 5:42:08 PM
From: E_K_S	Read Replies (1) \| Respond to of 78670

TESCO PLC SPONS ADR (TSCDY.PK) Good move on our recent sells of TSCDY. Noticed that the company warned yesterday and the stocked tanked to $14.54. UK retailing stocks hit by Tesco profit warningUK retailing stocks suffer as Tesco warns on profits following big Christmas disappointment finance.yahoo.com I know you do not like the Graham No. but it is calculated to be $18.85/share for TESCO (pretty much where we both sold the stock) so at today's price it is selling almost at a 30% discount. They recently opened a few Fresh&Easy stores here in No. CA and they flopped. They are going to close those and some other recently opened stores in the U.S. Not even going to nibble at and TSCDY shares until the European mess clears up. Maybe I will consider a tracking position if/when the shares reach a 50% undervalue price from the GN or about $9.50/share. FWIW my favorite new grocery store is Sprouts (formally Henry's). From their Web Site:"...The merger of Sprouts Farmers Market and Henry’s Farmers Market/Sun Harvest Farmers Market is now complete – reuniting two companies that were founded years apart by the Boney Family of San Diego. Together, we now have over 7,000 employees and are operating more than 100 stores throughout Arizona, California, Colorado and Texas under the Sprouts Farmers Market name....". henrysmarkets.com It's like a Whole Foods store at 50% of the price. Meat/butcher area fresh & local (very good fresh fish) and their produce section very good too. Exceptional local grown produce w/ very good prices. I wish their store was closer to us (about 20 miles away). EKS