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Strategies & Market Trends : Disciplined Investing, especially the NAIC way

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To: - with a K who wrote (292)1/17/2002 12:38:00 PM
From: The Philosopher  Read Replies (2) of 469
 
I wish we had picked up EXPD when you did. Looks a bit rich at the moment, but may look for a pullback to buy in.

We actually sold part of our AZO holding, thinking it was time to take some money off the table. As I recall, on our assumptions it had nudged into the sell zone. I think it's going to continue growing, but not at the rate it has been.

I looked at BBY a few days ago, and found it out of the buy zone. But I went to one of their stores for the first time about a month ago, and was impressed. I'm certainly keeping an eye on it.

Will look at the others soon. Thanks for the tips. I have to identify a stock and do a full report on it at the April meeting.

I'm getting intrigued by Ford. I think I'll wait until it cuts its dividend if it hasn't yet, because at a 9% yield it's too rich to sustain. I haven't seen an announcement about cutting it, but I haven't looked yet. Do you know? I think it has a way to drop, but I think long term it could be an excellent buy.
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