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Strategies & Market Trends : Value Investing

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To: Art Baeckel who wrote (29994)	2/6/2008 4:15:15 PM
From: Paul Senior	Read Replies (2) of 78673

Art Baeckel, Jurgis Bekepuris, re. MSFT. Thanks for opinions. I decided to cut MSFT to a stub holding (which I've done now). GOOG looks to me like the better bet. I often use a simple model of valuing stocks, and GOOG still fits as a "value" for me based on its high profit margins. At current price, I'll up my few shares a little. (Done today as well.) (GOOG discussed here in '06) MSFT fits my model as well. However, at some point when I have neither gains nor losses (accounting for the time value of money), after a number of years I just figure time to move on. I can sometimes live with the stock not moving if the intrinsic value increases, but with MFST's eliminating its cash hoard to buy YHOO, I don't see the basic value of MSFT being enhanced.

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