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

To: Paul Senior who wrote (30194)2/29/2008 8:28:38 PM
From: Spekulatius  Read Replies (1) | Respond to of 71231
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.

To: Paul Senior who wrote (30194)2/29/2008 8:31:43 PM
From: Debt Free  Read Replies (3) | Respond to of 71231
I am trying to find out if there is an ETF that will profit when treasury rates go up. I have found RYJUX - Inverse Government Long Bond Strategy so far but have had little luck else where. I think that it is only a matter of time before the 10 year Treasury rates start to go up and reflect the current environment. I would like to find one that is leveraged if possible


To: Paul Senior who wrote (30194)3/1/2008 11:07:00 PM
From: Jurgis Bekepuris  Respond to of 71231
BDCs is yet another bunch of companies where you either have to trust the management or you have to diversify like heck. Paul diversifies and what can I say against it. I try to get into "trustworthy" companies, but unlike banks and insurers where you can follow Buffett, here it's my own call and I am not sure it is very good one. :)