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Strategies & Market Trends : Value Investing
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To: Ditchdigger who wrote (48869)7/23/2012 6:15:58 PM
From: Paul Senior2 Recommendations  Read Replies (1) of 78717
 
I like the electronic componentry suppliers at current prices. I started an initial small buy of VSH today, and now I hold that as well as small amounts of IRF, AVX, ARW, AVT.

Fwiw,

I hold INTC from when it was discussed here a while back. For me, there's still the attraction of a powerful company trading at a relatively low p/e (10), paying a dividend for waiting. I don't know the specifics though for the company's prospects.
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