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

To: E_K_S who wrote (46387)	1/31/2012 5:55:22 PM
From: NikhilJog	Read Replies (1) \| Respond to of 78531

EKS - thanks; I will check them out. I am a value investor with catalysts attached to my investments, all within the special situations space. Currently invested in SLE since March-2011. Plan on starting a partnership sooner rather than later. Anyways, thanks for the email. I will def. check it out... Nik

To: E_K_S who wrote (46387)	2/1/2012 9:16:00 PM
From: Madharry	3 Recommendations Read Replies (1) \| Respond to of 78531

I think that one could easily make the case that this is an excellent time to buy certain stocks. Whether or not greek defaults it seems to me that the european powers that be as well as the fed reserve and treasury have no choice but to support the euro and the european banks who have big investments in other euro debt like spain portugal and italy. frankly i am more worried about spain that greece. If my thesis is correct this is very bullish for dollar denominated domestic assets, and hard asset plays. for those of you who think dollar t bonds at 1.8% are a great investment, I just read or heard that american airlines is walking away from ite pension obligations, which will leave the Pension Guaranty Corp with another $10 billion to fund. That Government insititution is already underfunded by some $26 Billion. On the other hand there megacaps with free cash flow in the 8-14 % range according to some fund managers. One would think that money has to flow back shareholders eventually in one form or another. You can buy MPW now and get a payout of just under 8% after their announcement that they were issuing more shares. They have nothing to do with Greece or Euros. and domestic mortgage reits like CIM and NLY have much higher returns. The concern that I have is that the United States is really in a big decline in terms of employment opportunities. Yes the creativity and design capability is is there but if we look at the Apple model, they employ a heck of a lot more people in china than they do in the United States. What are all those kids in college and graduating from college going to do? It seems like so much more of a winner take all game now. which to me means is less and less likely that the US will ever be able to get their own finances under control.