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

To: Spekulatius who wrote (47091)	8/9/2012 9:55:22 AM
From: E_K_S	Read Replies (5) \| Respond to of 78516

Atmos Energy Corporation (ATO) Finally got my price for ATO and peeled off a few of my higher priced shares. Still hold a good core position along w/ GAS and MDU. ATO very near an all time high. Another one I used to own was LG who operates a similar business but on the Gulf Coast also at or near an all time high. All of these companies seem to be selling at their high end of valuation and w/ their dividend yields now below 4%, I will continue to peel off shares up to a 50% position. My re-buy target for these are now about 25% lower, so on any sell off down to that level I will look to add. Not sure where to deploy the funds (perhaps a bit more GOV below $21.5/share) so will park the cash looking for a safe and good risk/reward candidate companies. EKS