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Strategies & Market Trends : Value Investing

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From: Paul Senior	4/28/2014 10:23:29 AM
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I make these adds today: Lands End (LE): In for tracking position. Stock down after it being spun out. Company has great brand name, good products (imo). Business seems viable. My attempt at choosing a spinoff candidate, ref. Spinoff to Payoff by Joe Cornell. Averaging down with C (Citigroup); averaging up with F (Ford). Just a few more shares each. Eaton Vance (EV): Meets my heuristic of enterprise value to assets-under-management. I did not have the patience/confidence/courage to hold on to Legg Mason (LM), and that turned out to be a mistake. I'll try this time with Eaton Vance. Nasdaq OMX Group (NDAQ): I like the year-over-year growth in stated book value. ROE is poor though. A positive mention in this week's Barron's caught by attention and interest. In for a tracking position (just a few shares). Oasis Petroleum (OAS): Positive write-up in Barron's. In for a few shares bought in 2010-2011 and I'll up my position a few more shares now.

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