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

To: Spekulatius who wrote (51047)	3/6/2013 9:15:11 AM
From: Grommit	2 Recommendations Read Replies (3) \| Respond to of 78658

>Not much else to do really. Likewise. Bought UNP recently, and added to it. Added a lot of DLR. Its growth, dividend and PE make it a nice value play. I also like INN and added to it since the beginning of the year. Nice 4.6% div and low PE. finance.yahoo.com finance.yahoo.com finance.yahoo.com snl.com Super sized positions DLR FSP IRC INN AEC plus some pref stocks, like CDR-B, COR-A, LXP-D, WRT... Large positions BDN, LXP, ADC (fresh add), HME, UNP GOV plus some more pref stocks Child portion: NEE ATO GAS CNP NI FUR finance.yahoo.com

To: Spekulatius who wrote (51047)	3/21/2013 10:24:42 AM
From: E_K_S	Read Replies (1) \| Respond to of 78658

Anglo American plc (AAUKY) - In for a few more shares @ $13.19/share. Stock continues to be undervalued based on historical earnings and current BV. The GN valuation is $21.80/share so based on today's market price, AAUKY is 65% undervalues. These shares replace the shares I sold 6/2012 at $16.45/share. I also have an order to pick up a few more shares of AGPPY one of the worlds larger platinum producers. The value proposition for these metal companies is they receive their revenues based on the $US value of both Gold and Platinum while their expenses (mostly labor) is paid in rand dollars. As the $US gets stronger and the rand dollar falls (relative to the $US), net earnings from the company operations should increase. These company's are cyclical and the time to buy them is when the material stocks are at/near multi year lows, I believe we are close to the low end of the cycle so I am buying. EKS