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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (42326)	4/20/2011 12:03:27 AM
From: Jurgis Bekepuris	of 78669

INTC - unfortunately, we'll have to wait for market to present buying opportunity, since the company did not. ;) Very nice share repurchase program on the cheap - for once, company is not buying back shares expensively. JNJ - with the current runup, I am tempted to sell. I don't like continued recall issues. Company obviously cannot fix the problems quickly and the management is not taking the hit to reputation seriously enough. Masking recalls through takeovers is a rotten tactic as is huge bonuses for CEO who seems to have no control over the manufacturing mess. On the other hand, the stock is still somewhat cheap if they manage to clean up their crap. And the company is one of the Buffettology megabrands with Buffett himself buying the stock. Disclosure: positions in both.

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