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Subject:  Re: Bear catchers Date:  3/1/2013  12:38 PM
Author:  mungofitch Number:  241947 of 264161

Do you have any updated thoughts on INTC or LUK?

I have meaningful positions in only 19 stocks, and those are two of them.
For neither do I have any particular reason to think they'll rise a lot soon,
but over the next several years I think a buyer today will do well.

I like Wells Fargo a lot at current prices in the $34-35 range.
The more I think about it, the cheaper it looks to me at these levels. I've added a lot this year.
Worth a read

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