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


To: E_K_S who wrote (53097)1/2/2014 4:41:07 PM
From: Paul Senior  Respond to of 78753
 
I made these adds:

upped my bet a little on Korean stocks: add to DXKW.

upped my few shares of phosphate/potash producer MOS. Has a little div, a little insider buying. I assume it's a cyclical business, so fact that p/e is relatively low could mean a top in the cycle. Ten years of increasing stated bv. And...fwiw to y'all...profit margins have been pretty decent too, imo, last few years, -g-.

added to my few shares of LNG transport/regassification co. GLNG. Bet on LNG shipping with 5% div yield while waiting.

finance.yahoo.com