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

To: Paul Senior who wrote (45762)	12/2/2011 12:45:33 PM
From: Wowzer	Read Replies (3) \| Respond to of 78673

The drop in UGI may be a buying opportunity. Goes x-dividend 12/13 and at 28.5 yields 3.7%. Looks like the reason for the drop is S&P removing UGI from its dividend index. Could be more selling pressure until 12/7 I added to my position at 28.5 this morning. UGI, Hormel Foods, Atmos Energy Fall As Removed From Index DJ Realtime News – 11:48 AM ET 12/02/2011 New Methodology Implemented In Rebalance At Dec 7 Market Close DJ Realtime News – 11:47 AM ET 12/02/2011 Special Cash Dividends Now Will Not Be Considered For Eligibility DJ Realtime News – 11:46 AM ET 12/02/2011 S&P Alters Methodology On High Yield Dividend Aristocrat Index DJ Realtime News – 11:46 AM ET 12/02/2011

To: Paul Senior who wrote (45762)	12/2/2011 12:52:36 PM
From: robert b furman	Respond to of 78673

Hi Paul, Just my std chart. Makes sense to me only on stocks I own and track. Didn't mean it to really show anything but it is low and sliding to the right. Low ball GTC on bottom of BB or 10 cents below would be my way of buying. best of luck. Bob

To: Paul Senior who wrote (45762)	12/2/2011 1:14:15 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78673

I added XLS too. the SEC website now has information ( a presentation dated 12/1 and the Q3 earnings). FWIW, in their last earnings, they made 101M$/185M shares=55c/share. 600M$ in net debt. I think the issue is the pension obligation, which is larger than thought. ITT stated that they re-measured the Pension obligation and the net deficit is 2.1B$ (900M$ higher than initially estimated a few month ago before the spinoff. I think there was an intend to dump this on XLS. sec.gov