Your comments from clubs you've been in is invaluable. I'm sorry about the club getting hurt on KG, but I hope they didn't lose too badly, hope they didn't buy in at the high.
On BMET, " I love the company but am only lukewarm on the stock. Is there enough upside? " I agree totally. But sometimes you need to put slow but solid growers in the portfolio to balance out the higher risk higher reward stocks. (I'm reminded vividly of the old-timer NAIC expert who said "15% is your OVERALL goal, not your per-stock goal. If you have some aggressive stocks you're looking to make you lots over 15%, balance them with some more conservative, solid, slower growers." That's what I think BMET would be, though it sounds weird to say that of a biotech company. But for ten years it's sales, earnings, and stock price have pretty much climbed steadily in lockstep at a nice solid 15%. Oh, sure, the stock price fluctuates a bit, but this isn't a stock, I think, that will keep you up at night.
I'm looking for more value-oriented, dividend paying stocks.
Which means I may be hanging in the wrong thread! <g>
Nah. Right thread. Just keep those analyses coming. Value was the place to be for awhile, but personally I find value harder to judge than long term growth potential. And I have hope that the growth stock model will come back into vogue and all my wonderful SSG beauties will take off!
According to the latest Value Line report, the median PE of all the stocks they follow is 15.6. That's getting back to a number I can be fairly comfortable with. |
