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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (24104)	7/21/2006 12:52:04 AM
From: Spekulatius	Read Replies (1) of 78708

Bought some CSCO today (doubled my small position). I also bought back a small amount of SNHY (which I swingtraded). CSCO looks cheap - 15% growth with PE of 18, high quality earnings. SNHY is a niche manufacturer of hydraulic components with impressive growth. EBAY get's beaten up, don't know why. Earnings looked good to me. Should have swingtraded that one also. ABT earnings (LT holding) very favorable. I am particular impressed by MSFT. 15% growth this quarter and share count down 6% YoY - this means that revenue/share is up 21%!. Operating Earnings are up only 25%, despite the spending growth which takned the stock. Now we have a dutch tender offer, which will reduce the share count by another 8%. i think this is a great use of MSFT cash hoard.

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