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

To: Spekulatius who wrote (48181)	5/31/2012 10:39:04 AM
From: lindalib	Respond to of 78744

Got a bounce going on though. Nice buys...

To: Spekulatius who wrote (48181)	5/31/2012 10:42:40 AM
From: E_K_S	Read Replies (1) \| Respond to of 78744

Clownbuck - You are very disciplined on your adds. I am watching $SPX to break down into the $SPX 1260 level (about another 400 DOW points). I moved my CLF GTC price from $47.50 to $44.53 (CNX hit a 52wk low today too). TSCDY and MGDDY are two foreign companies on my buy list both at or near their 52wk lows. I expect to see more economic growth revisions too (India's economy grew at a 5.3% pace in the quarter ended in March, sharply lower than in the previous quarter and well below forecasts). For me, still a bit early. I am still sitting on the most cash in five years and do not want to be too early to the party this time around. Hope I do not miss the bargains but this is the time to be accumulating inventory. EKS

To: Spekulatius who wrote (48181)	5/31/2012 12:29:41 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78744

More HES, HUM, AIR for me, fwiw. finance.yahoo.com

To: Spekulatius who wrote (48181)	6/1/2012 4:07:00 PM
From: E_K_S	Read Replies (2) \| Respond to of 78744

Cliffs Natural Resources Inc. (CLF) -NYSE Starting a small tracking position in this coal and iron ore company. The company provides a good store of value w/ a BV = $43.09 but generates excellent income w/ the sale of it's resources. I plan to buy more on 10% drops. EKS

To: Spekulatius who wrote (48181)	8/1/2012 3:19:14 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78744

Sold my AVP today at a loss. Ouch. I expected the earnings to be bad, but losses on reps (the lifeblood of the company) are staggering. the new CEO got a lot of work to do and for me, it is not clear, if the company isn't beyond repair. Dividend cut is next, and they should have taken the Coty offer and I should have sold out when it was announced , rather than waiting for the stock to close on 25$/share (the offer price). Could have, should have....Not a large position, luckily.