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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (16299)	1/28/2003 9:33:16 PM
From: Spekulatius	Read Replies (2) of 78576

Portfolio update: 1) I bought a position in PFE Rationale for PFE: + market leadership + low PE of 16 + Good track record of growth, FCF and earnings growth + clean accounting as far as i can see - negative environment for pharma - acquisitions I also bought a position in MOT: + relatively low valuation (P/S) + winning back market share with cellphones + sound balance sheet + positive free cash flow and earnings - poor earnings quality due to special charges - mangement quality questionable - poor track record I did also look at two other value stocks, that have been mentioned here before: HD looks cheap based on historic PE/PS but due (possible)issues like this, i decided to pass up on HD: Message 18432872 GE: also looks good with respect to PE and PS. However it seems that earnings a still bloated by pension income. According to Morningstar, core earnings are much lower than reported earnings about 1.11$/shares and based on that GE does not look cheap. Both GE and HD did not pass my sniff test. Anybody has a contrary opinion on stocks I mentioned here?

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