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

To: Chid who wrote (51333)	4/17/2013 2:14:41 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78748

The stocks on the top of my buy list would be AAPL, MGDDY, CF, maybe JPM. Which does not mean much since my top picks don't usually perform well. And clearly all these have problems (or at least market thinks so). I'd also buy more cheap insurers if I was not already overweight there (RGA, maybe RE - it ran up though). Chinese MMO companies are very cheap and clearly not loved: GAME, CYOU, PWRD. Oil cos are getting there, even if you don't buy risky smallcaps: TOT, STO, CVX (more expensive). If you go small cap, there's even more. CAT might be getting there. Disclosure: I have positions in all of these except CAT.