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

To: E_K_S who wrote (47982)	5/16/2012 9:56:17 AM
From: NikhilJog	Respond to of 78456

EKS - ok. thats fair. i was thinking mroe in terms of what the catalysts were. but i guess given what you are saying, i guess that works.. i am more a fundamental catalyst driven investor. there might be a restructuring story playing out here - but i am not sure so i asked. I have not taken a look at this company. but there are other names you can play that might be better. As for Tesco - they are exposed to EU and there is a lot of stuff going on there. the stock prices are going to remain depressed. the big elephants in the room are spain and portugal - italy is not out of the woods yet. UK is going through a recession. I would be super wary of real estate plays, especially Commercial and banks exposed to CRE in Europe. I have not read up on Tesco, so hard for me to tell you how to trade the name. But i will be cautious, especially retail, unless you have a good dividend to hedge the downside or some definite announcements from the firm such a buybacks or something else...just my 2 cents though.