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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (20826)3/15/2005 10:56:14 PM
From: Spekulatius  Read Replies (1) of 78602
 
re AVZ, AMAT, FII -
Sold 1/2 of my AVZ with has reached fair value and diversified into FII in the fund management space. I like the business and the free cash flow characteristics of this business. Bought back s starter position in AMAT and might add more on weakness. I am betting that semiconductor capex may recover after the recent speedbump and bellweather AMAT might profit. Valuation is reasonable within a historical perspective although i do not like their stock option grants.
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