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


To: Spekulatius who wrote (46144)1/9/2012 3:29:28 PM
From: Paul Senior  Read Replies (3) | Respond to of 78749
 
I'm in for a little more MRO as well as VLO now. Am considering TSO; will pass for now.



To: Spekulatius who wrote (46144)1/12/2012 11:24:08 AM
From: Spekulatius  Read Replies (1) | Respond to of 78749
 
dumped MPC at 33.25$ for a quick gain. I also sold RGA (LT holding) and bought a 2nd batch of NWLI for my taxable account.

Einhorn is eating crow with CFN. If he sells out and this stock goes below 20$, i'd be interested. this spinoff from CAH may well work out but the medical sector is tough right now and the valuation was a bit rich or at least not in straightforward value territory.