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

To: Brian Sullivan who wrote (3231)	8/7/2013 7:05:48 PM
From: E_K_S	Respond to of 4719

Hi Brian - For a technology stock AMAT is on their list and I think we talked about that one. QCOM is also on their list. Nice to see several there that I own including: HAL, DVN, SWN, PSX, and BMY. There are several I have sold too. For a refiner have you looked at CLMT vs VLO? I am looking at starting a new position in CLMT after selling my original position this year at $34.75/share. Earnings were not that good today but longer term, the company has some very nice projects in the works that should add to FCF beginning in 2014. Here is a post I made today regarding my opinion on CLMT. Message 29045396 CLMT is a long term buy for me at current and lower levels. I believe it has been discussed here. I like it because of their JV deal w/ MDU which is just in the early phases. EKS