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


To: Wallace Rivers who wrote (52533)10/18/2013 12:02:49 PM
From: Ditchdigger  Respond to of 78704
 
Looking at many stock prices hitting new 52 week highs, I'd suspect a bit of pause and refresh.
With my cost basis on DOW and yield on cost, I'll continue to hold and be looking out a few more years from now(have owned it for a few years already).
My hunch is we're in an early cycle recovery, so that is where my heightened interest in materials comes from.
Even one of my utes, NI printed a new high today. This one has fought the trend in utilities for most the year. As EKS is zeroing in on, I think natural gas is a game changer for this country---for a few more years anyways.



To: Wallace Rivers who wrote (52533)10/30/2013 9:58:56 AM
From: Wallace Rivers  Read Replies (3) | Respond to of 78704
 
DLR getting taken to the wood shed this AM on earnings miss, which, at first glance, doesn't merit a 12% hair cut.
$500 million share buy back also announced.
This company is not great at managing the Street, we'll see what happens in the CC.
At least one downgrade from Ray Jay, Morgan stays overweight.