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Strategies & Market Trends : Value Investing
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From: Paul Senior10/20/2014 2:16:38 PM
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Adding small to positions in ORCL and GOOGL.

Reiterating, I will sometimes incorporate net profit margin as a metric in what I'm looking for for a value stock. GOOGL at current price fits the heuristic I use, and so I am adding some shares.

ORCL should fit Greenblatt model: I see relatively low p/e, relatively high roe.

finance.yahoo.com
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