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


To: Spekulatius who wrote (2172)8/7/2012 1:43:58 AM
From: Brian Sullivan  Respond to of 4720
 
My ten stocks votes are

Tech: AMAT, STX
Industrials: CMI, PH
Trans: CSX
ConsCyc: F, SPLS
Finan BLK
Materials SLW
Energy DVN

I currently hold 9 of these 10 stocks.

I'm chosing the stocks that I consider to be thew most undervalued.
Thus I'm voting for CSX over UNP
And also with the recent correction DVN over APA, but I also like APA and
with energy being so cheap I really would like two eneergy stocks.

And even with the recent increase I feel that STX in very much undervalued.
Likewise F is very cheap and is a deep value stock right now.
I like AAPL but I think that AMAT is a better value right now.