MauDib

Ten Stocks to Hold Long-Term - Barron's

ACE - One of the largest global players in the property-casualty field, ACE "is very strong financially, and they have weathered the current environment quite well with a strong balance sheet," - The big question is why have there been no write downs of their $39B of investments on that strong balance sheet? Perhaps they have the consistentcy of earnings of a Madoff? Perhaps that is why they are trading at 80% of NBV? Is a 20% haircut enough? If not, the write down of another 10% would absorb 5 years of future earnings.

Ten Stocks to Hold Long-Term - Barron's

Google - repriced the employee options down 50% - so if the stock goes up, employees benefit, if stock goes down, mgt lowers the standard for employees to benefit. Sounds fair to the shareholders, I am sure the bobbing-head Board slept through that one.

Ten Stocks to Hold Long-Term - Barron's

I am Not an ebay basher - bot lots of golf clubs on Ebay years ago but my golf bag is full. I bot a flute on Ebay that was trash instead of excellent SO I will not be buying anything else on Ebay. I suspect I am not the only one. I appreciate the comments about the Ebay name - I was not aware the brand name was that toxic.

KOF is trading at a P/E of 15 and div of 1.7% I would have thought that the current decline in the DOW from 14K to 7K would have told the writers that people have wised up from big P/E's and no dividends.