With the market backing off a little after substantial run up, I got the following fills:
Reenter AmSurg--AMSG: Relatively low p/sales, profitable every year last ten, rising stated bv. Fair p/e for what's you get. Perhaps not so much a value stock then; maybe more of a gaarp stock than value stock.
Small add to Wellpoint--WLP: Also relatively low p/sales, profitable each of past ten years, rising stated bv. Relatively low p/stated bv. 2% yield on the div.
Added to Hawaiian Air--HA. Typical airline: has erratic earnings history. I like the company for its aggressiveness in trying to open more routes into Hawaii, e.g. from Korea, Japan, NYC. Low p/e; low p/sales.
Western Digital--WDC. Initiated a position. Business results in latest quarterly report were not good . Barron's last week was positive though: "Late Thursday, Western Digital Corp . (ticker: WDC) cut its first-quarter revenue forecast, while also initiating a quarterly dividend of 25 cents a share and boosting its share buyback authorization by $1.5 billion. It now expects first-quarter revenue of $3.9 billion to $4 billion, down from a previous estimate of $4.2 billion to $4.3 billion, as market demand was lower than anticipated. Western Digital kept its full fiscal 2013 forecasts intact."
Enduro Royalty Trust--NDRO. Added a few shares. I still need to look at the company's expected gas/oil recovery numbers to understand if distribution might be sustainable. If distribution at 9% now is expected to hold up several years, the stock is worth a small bet to me now.
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Also, I got buy fills to add to positions held in several microcap e&p companies.
...And just saying fwiw, I began trimming DAR--Darling International.
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