We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (30194)2/29/2008 8:28:38 PM
From: Spekulatius  Read Replies (1) of 70902
Today whole lot of stocks did hit my buy limits. Today was a good day to buy stocks but not to own them <g>.

SNY - cheap pharma with a PE <9
BP- per Pauls recommandation, cheap major oil
FCH (yesterday), REIT with a 11%+ yield, I bought this one instead of AHT which I sold. I Beleive that FCH has a better balance sheet
Exchanged some LM for AMG (asset manager), to harvest tax losses and diversify
GEHL (rebuy), discussed here before
WF, Korean bank with very limited subprime exposure, very cheap
BBY (rebuy)
TRAD, online broker for larger accounts, cheap and a buyout candidate?
EP - (starter position) Pipeline & NG company. Enron clone on the mend. I am a bif NG bull and wanted more exposure. EP is not that cheap and has quite a bit of debt but I believe they have very nice assets that are going to appreciate in value. In some circumstances, leverage can be good and I believe EP is such a case.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext